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MRWM Advisors, LLC: IVV position timeline

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

MRWM Advisors, LLC held 20,771 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,771 shares
    Change vs previous 13F +184 shares

    6.39% of the 13F portfolio, value $15,555,194.

    13F-HR 0001754960-26-000660 filed by MRWM Advisors, 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 20,587 shares
    Change vs previous 13F +20 shares

    7.29% of the 13F portfolio, value $13,447,634.

    13F-HR 0001754960-26-000284 filed by MRWM Advisors, 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 20,567 shares
    Change vs previous 13F -1,681 shares

    7.56% of the 13F portfolio, value $14,087,161.

    13F-HR 0001754960-26-000115 filed by MRWM Advisors, 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 22,248 shares
    Change vs previous 13F +1,843 shares

    8.48% of the 13F portfolio, value $14,890,586.

    13F-HR 0001754960-25-000717 filed by MRWM Advisors, 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 20,405 shares
    Change vs previous 13F +3,067 shares

    7.93% of the 13F portfolio, value $12,669,465.

    13F-HR 0001754960-25-000620 filed by MRWM Advisors, 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 17,338 shares
    Change vs previous 13F +3,546 shares

    6.77% of the 13F portfolio, value $9,742,222.

    13F-HR 0001754960-25-000621 filed by MRWM Advisors, 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 13,792 shares
    Change vs previous 13F not available

    6.36% of the 13F portfolio, value $8,119,075.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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