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Disclosery

Nolet Wealth Management, LLC: IVV position timeline

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

Nolet Wealth Management, LLC held 65,842 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,842 shares
    Change vs previous 13F -514 shares

    27.22% of the 13F portfolio, value $49,308,413.

    13F-HR 0002056656-26-000007 filed by Nolet Wealth Management, 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 66,356 shares
    Change vs previous 13F +5,402 shares

    24.66% of the 13F portfolio, value $43,344,402.

    13F-HR 0002056656-26-000005 filed by Nolet Wealth Management, 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/A 60,954 shares
    Change vs previous 13F not available

    23.27% of the 13F portfolio, value $41,749,832.

    13F-HR/A 0002056656-26-000004 filed by Nolet Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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