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Disclosery

MOTIVE WEALTH ADVISORS: IVV position timeline

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

MOTIVE WEALTH ADVISORS held 22,414 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 22,414 shares
    Change vs previous 13F -26 shares

    6.9% of the 13F portfolio, value $16,785,294.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 22,440 shares
    Change vs previous 13F 0 shares

    6.88% of the 13F portfolio, value $14,657,748.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 22,440 shares
    Change vs previous 13F 0 shares

    6.55% of the 13F portfolio, value $15,369,755.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 22,440 shares
    Change vs previous 13F -371 shares

    6.47% of the 13F portfolio, value $15,018,800.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 22,811 shares
    Change vs previous 13F -145 shares

    6.45% of the 13F portfolio, value $14,163,079.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 22,956 shares
    Change vs previous 13F -471 shares

    6.9% of the 13F portfolio, value $12,899,237.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 23,427 shares
    Change vs previous 13F -278 shares

    7.41% of the 13F portfolio, value $13,791,279.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 23,705 shares
    Change vs previous 13F not available

    7.79% of the 13F portfolio, value $12,972,341.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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