MilWealth Group LLC: IVV position timeline

MilWealth Group LLC held 344 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 344 shares

   Change vs previous 13F -234 shares

   0.05% of the 13F portfolio, value $257,619.

   13F-HR 0001972750-26-000005 filed by MilWealth Group LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 578 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $377,556.

   13F-HR 0001972750-26-000004 filed by MilWealth Group LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 578 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $395,896.

   13F-HR 0001972750-26-000001 filed by MilWealth Group LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 578 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $386,856.

   13F-HR 0001972750-25-000008 filed by MilWealth Group LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 578 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $358,881.

   13F-HR 0001972750-25-000006 filed by MilWealth Group LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 578 shares

   Change vs previous 13F -39 shares

   0.09% of the 13F portfolio, value $324,779.

   13F-HR 0001972750-25-000004 filed by MilWealth Group LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 617 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $363,216.

   13F-HR 0001972750-25-000002 filed by MilWealth Group LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 617 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $355,898.

   13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).