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Disclosery

NDWM LLC: IVV position timeline

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

NDWM LLC held 65,309 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 65,309 shares
    Change vs previous 13F +443 shares

    28.74% of the 13F portfolio, value $48,909,617.

    13F-HR 0001818386-26-000003 filed by NDWM 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 64,866 shares
    Change vs previous 13F -3,196 shares

    27.48% of the 13F portfolio, value $42,371,052.

    13F-HR 0001818386-26-000002 filed by NDWM 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 68,062 shares
    Change vs previous 13F +1,388 shares

    30.85% of the 13F portfolio, value $46,618,186.

    13F-HR 0001818386-26-000001 filed by NDWM 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 66,674 shares
    Change vs previous 13F -150 shares

    30.28% of the 13F portfolio, value $44,625,037.

    13F-HR 0001818386-25-000002 filed by NDWM 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 66,824 shares
    Change vs previous 13F +1,128 shares

    30.38% of the 13F portfolio, value $41,491,164.

    13F-HR 0001085146-25-004375 filed by NDWM 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 65,696 shares
    Change vs previous 13F -3,551 shares

    36.08% of the 13F portfolio, value $36,914,554.

    13F-HR 0001085146-25-002557 filed by NDWM 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 69,247 shares
    Change vs previous 13F -685 shares

    34.07% of the 13F portfolio, value $40,764,056.

    13F-HR 0001085146-25-000799 filed by NDWM 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 69,932 shares
    Change vs previous 13F not available

    33.25% of the 13F portfolio, value $40,338,352.

    13F-HR 0001085146-24-005053 filed by NDWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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