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Modern Wealth Management, LLC: IVV position timeline

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

Modern Wealth Management, LLC held 198,582 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,582 shares
    Change vs previous 13F +40,918 shares

    1.78% of the 13F portfolio, value $148,716,219.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 157,664 shares
    Change vs previous 13F +6,154 shares

    1.78% of the 13F portfolio, value $103,752,435.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 151,510 shares
    Change vs previous 13F +31,735 shares

    1.89% of the 13F portfolio, value $103,775,083.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 119,775 shares
    Change vs previous 13F -288 shares

    1.59% of the 13F portfolio, value $80,165,813.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 120,063 shares
    Change vs previous 13F +60,950 shares

    1.85% of the 13F portfolio, value $74,547,203.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 59,113 shares
    Change vs previous 13F +12,993 shares

    1.06% of the 13F portfolio, value $33,215,485.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 46,120 shares
    Change vs previous 13F +13,779 shares

    1.01% of the 13F portfolio, value $27,150,096.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 32,341 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $18,654,996.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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