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Disclosery

MY Wealth Management Inc.: IVV position timeline

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

MY Wealth Management Inc. held 6,552 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,552 shares
    Change vs previous 13F -13,749 shares

    3.46% of the 13F portfolio, value $4,906,727.

    13F-HR 0001951757-26-001174 filed by MY Wealth Management 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 20,301 shares
    Change vs previous 13F +5,524 shares

    11.04% of the 13F portfolio, value $11,407,132.

    13F-HR 0001827845-26-000002 filed by MY Wealth Management 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 14,777 shares
    Change vs previous 13F -613 shares

    8.82% of the 13F portfolio, value $10,121,358.

    13F-HR 0001827845-26-000001 filed by MY Wealth Management 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 15,390 shares
    Change vs previous 13F +2,517 shares

    9.03% of the 13F portfolio, value $10,300,527.

    13F-HR 0001827845-25-000002 filed by MY Wealth Management 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 12,873 shares
    Change vs previous 13F -7,428 shares

    7.66% of the 13F portfolio, value $7,992,846.

    13F-HR 0001085146-25-003794 filed by MY Wealth Management 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 20,301 shares
    Change vs previous 13F +2,319 shares

    11.04% of the 13F portfolio, value $11,407,132.

    13F-HR 0001085146-25-002659 filed by MY Wealth Management 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 17,982 shares
    Change vs previous 13F +4,806 shares

    10.57% of the 13F portfolio, value $10,585,644.

    13F-HR 0001085146-25-000910 filed by MY Wealth Management 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 13,176 shares
    Change vs previous 13F not available

    7.71% of the 13F portfolio, value $7,600,180.

    13F-HR 0001085146-24-005411 filed by MY Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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