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Disclosery

Mosley Wealth Management: IVV position timeline

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

Mosley Wealth Management held 10,490 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,490 shares
    Change vs previous 13F -6,615 shares

    2.5% of the 13F portfolio, value $7,855,821.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 17,105 shares
    Change vs previous 13F +1 shares

    5.18% of the 13F portfolio, value $11,448,600.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 17,104 shares
    Change vs previous 13F -6,530 shares

    5.29% of the 13F portfolio, value $11,569,673.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 23,634 shares
    Change vs previous 13F +1,347 shares

    8.85% of the 13F portfolio, value $14,296,482.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 22,287 shares
    Change vs previous 13F not available

    8.92% of the 13F portfolio, value $13,073,121.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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