Skip to content
Disclosery

MONEYWISE, INC.: IVV position timeline

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

MONEYWISE, INC. held 4,335 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,335 shares
    Change vs previous 13F -28 shares

    1.21% of the 13F portfolio, value $3,246,231.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 4,363 shares
    Change vs previous 13F +741 shares

    1.24% of the 13F portfolio, value $2,849,915.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 3,622 shares
    Change vs previous 13F +23 shares

    1.03% of the 13F portfolio, value $2,480,999.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 3,599 shares
    Change vs previous 13F -96 shares

    1.09% of the 13F portfolio, value $2,409,014.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 3,695 shares
    Change vs previous 13F +349 shares

    1.08% of the 13F portfolio, value $2,294,331.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 3,346 shares
    Change vs previous 13F -183 shares

    1% of the 13F portfolio, value $1,880,027.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 3,529 shares
    Change vs previous 13F -579 shares

    1.04% of the 13F portfolio, value $2,077,439.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 4,108 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,369,726.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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