Skip to content
Disclosery

Olde Wealth Management, LLC: IVV position timeline

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

Olde Wealth Management, LLC held 8,914 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,914 shares
    Change vs previous 13F -16 shares

    1.89% of the 13F portfolio, value $6,676,000.

    13F-HR 0001840760-26-000003 filed by Olde 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 8,930 shares
    Change vs previous 13F -178 shares

    1.85% of the 13F portfolio, value $5,833,000.

    13F-HR 0001840760-26-000002 filed by Olde 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 9,108 shares
    Change vs previous 13F -4 shares

    1.92% of the 13F portfolio, value $6,238,000.

    13F-HR 0001840760-26-000001 filed by Olde Wealth Management, 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 9,112 shares
    Change vs previous 13F -272 shares

    1.93% of the 13F portfolio, value $6,240,000.

    13F-HR 0001840760-25-000005 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,384 shares
    Change vs previous 13F -78 shares

    1.86% of the 13F portfolio, value $5,273,000.

    13F-HR 0001840760-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,462 shares
    Change vs previous 13F -20 shares

    1.99% of the 13F portfolio, value $5,570,000.

    13F-HR 0001898296-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,482 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $5,469,000.

    13F-HR 0001898131-24-000003 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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