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MKD WEALTH COACHES, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MKD WEALTH COACHES, LLC on IVV, newest first. How the timeline and the estimate are built.

MKD WEALTH COACHES, LLC held 88,628 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 88,628 shares
    Change vs previous 13F +1,804 shares

    56.14% of the 13F portfolio, value $67,875,709.

    13F-HR 0001754960-26-000831 filed by MKD WEALTH COACHES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 86,824 shares
    Change vs previous 13F +1,879 shares

    55.55% of the 13F portfolio, value $65,021,309.

    13F-HR 0001754960-26-000500 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 84,945 shares
    Change vs previous 13F +3,402 shares

    54.6% of the 13F portfolio, value $55,486,953.

    13F-HR 0001754960-26-000228 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 81,543 shares
    Change vs previous 13F -3,215 shares

    55.84% of the 13F portfolio, value $55,851,720.

    13F-HR 0001754960-26-000020 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 84,758 shares
    Change vs previous 13F -1,365 shares

    56.52% of the 13F portfolio, value $56,728,209.

    13F-HR 0001754960-25-000635 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 86,123 shares
    Change vs previous 13F +561 shares

    56.38% of the 13F portfolio, value $53,473,642.

    13F-HR 0001754960-25-000352 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 85,562 shares
    Change vs previous 13F +859 shares

    54.4% of the 13F portfolio, value $48,077,128.

    13F-HR 0001754960-25-000166 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 84,703 shares
    Change vs previous 13F not available

    50.48% of the 13F portfolio, value $49,862,719.

    13F-HR 0001754960-25-000100 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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