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Disclosery

NRI Wealth Management LC: IVV position timeline

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

NRI Wealth Management LC held 28,128 IVV shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 28,128 shares
    Change vs previous 13F -642 shares

    9.83% of the 13F portfolio, value $19,266,322.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 28,770 shares
    Change vs previous 13F -29,759 shares

    10.29% of the 13F portfolio, value $19,255,455.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 58,529 shares
    Change vs previous 13F +2,345 shares

    21.92% of the 13F portfolio, value $36,340,860.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 56,184 shares
    Change vs previous 13F -3,947 shares

    23.35% of the 13F portfolio, value $31,569,561.

    13F-HR 0002027950-25-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 60,131 shares
    Change vs previous 13F +2,268 shares

    24.42% of the 13F portfolio, value $35,397,637.

    13F-HR 0002027950-25-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 57,863 shares
    Change vs previous 13F +150 shares

    24.54% of the 13F portfolio, value $31,664,396.

    13F-HR 0002027950-24-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 57,713 shares
    Change vs previous 13F not available

    25.63% of the 13F portfolio, value $30,341,534.

    13F-HR 0002027950-24-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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