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MOLLER WEALTH PARTNERS: IVV position timeline

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

MOLLER WEALTH PARTNERS held 40,463 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,463 shares
    Change vs previous 13F -568 shares

    5.48% of the 13F portfolio, value $30,302,314.

    13F-HR 0001475271-26-000006 filed by MOLLER WEALTH PARTNERS
    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 41,031 shares
    Change vs previous 13F +4,743 shares

    5.29% of the 13F portfolio, value $26,801,759.

    13F-HR 0001475271-26-000004 filed by MOLLER WEALTH PARTNERS
    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 36,288 shares
    Change vs previous 13F -2,936 shares

    5.2% of the 13F portfolio, value $24,854,899.

    13F-HR 0001475271-26-000002 filed by MOLLER WEALTH PARTNERS
    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 39,224 shares
    Change vs previous 13F -1,224 shares

    5.48% of the 13F portfolio, value $26,252,853.

    13F-HR 0001475271-25-000010 filed by MOLLER WEALTH PARTNERS
    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 40,448 shares
    Change vs previous 13F +922 shares

    5.55% of the 13F portfolio, value $25,114,285.

    13F-HR 0001475271-25-000008 filed by MOLLER WEALTH PARTNERS
    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 39,526 shares
    Change vs previous 13F +1,075 shares

    5.49% of the 13F portfolio, value $22,209,618.

    13F-HR 0001475271-25-000006 filed by MOLLER WEALTH PARTNERS
    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 38,451 shares
    Change vs previous 13F -2,101 shares

    5.95% of the 13F portfolio, value $22,635,104.

    13F-HR 0001475271-25-000002 filed by MOLLER WEALTH PARTNERS
    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 40,552 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $23,391,342.

    13F-HR 0001475271-24-000010 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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