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National Wealth Management Group, LLC: IVV position timeline

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

National Wealth Management Group, LLC held 14,888 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,888 shares
    Change vs previous 13F -196 shares

    3.45% of the 13F portfolio, value $11,149,362.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 15,084 shares
    Change vs previous 13F -999 shares

    3.67% of the 13F portfolio, value $9,853,267.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 16,083 shares
    Change vs previous 13F -1,202 shares

    3.82% of the 13F portfolio, value $11,016,069.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 17,285 shares
    Change vs previous 13F +3,026 shares

    4.36% of the 13F portfolio, value $11,568,866.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 14,259 shares
    Change vs previous 13F +1,013 shares

    4.96% of the 13F portfolio, value $8,853,655.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 13,246 shares
    Change vs previous 13F +1,236 shares

    4.89% of the 13F portfolio, value $7,442,798.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 12,010 shares
    Change vs previous 13F +1,093 shares

    4.71% of the 13F portfolio, value $7,070,183.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
    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 10,917 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $6,297,390.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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