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Onyx Bridge Wealth Group LLC: IVV position timeline

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

Onyx Bridge Wealth Group LLC held 100,513 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 100,513 shares
    Change vs previous 13F -48,499 shares

    6.77% of the 13F portfolio, value $75,273,316.

    13F-HR 0001819476-26-000005 filed by Onyx Bridge Wealth 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 149,012 shares
    Change vs previous 13F -14,537 shares

    10.47% of the 13F portfolio, value $97,335,822.

    13F-HR 0001819476-26-000003 filed by Onyx Bridge Wealth 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 163,549 shares
    Change vs previous 13F -1,124 shares

    11.92% of the 13F portfolio, value $112,021,530.

    13F-HR 0001819476-26-000001 filed by Onyx Bridge Wealth 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 164,673 shares
    Change vs previous 13F +18,069 shares

    11.98% of the 13F portfolio, value $110,215,701.

    13F-HR 0001819476-25-000008 filed by Onyx Bridge Wealth 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 146,604 shares
    Change vs previous 13F +17,043 shares

    12.04% of the 13F portfolio, value $91,026,163.

    13F-HR 0001819476-25-000007 filed by Onyx Bridge Wealth 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 129,561 shares
    Change vs previous 13F -11,350 shares

    10.44% of the 13F portfolio, value $72,800,105.

    13F-HR 0001819476-25-000005 filed by Onyx Bridge Wealth 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 140,911 shares
    Change vs previous 13F +7,857 shares

    11.95% of the 13F portfolio, value $82,951,436.

    13F-HR 0001819476-25-000002 filed by Onyx Bridge Wealth 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 133,054 shares
    Change vs previous 13F not available

    11.57% of the 13F portfolio, value $76,747,989.

    13F-HR 0001819476-24-000009 filed by Onyx Bridge Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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