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Disclosery

PACK Private Wealth, LLC: IVOO position timeline

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

PACK Private Wealth, LLC held 8,099 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,099 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,056,110.

    13F-HR 0001951757-26-001231 filed by PACK Private Wealth, 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 8,099 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $925,878.

    13F-HR 0001951757-26-000880 filed by PACK Private Wealth, 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 8,099 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $905,468.

    13F-HR 0001951757-26-000469 filed by PACK Private Wealth, 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 8,099 shares
    Change vs previous 13F +26 shares

    0.42% of the 13F portfolio, value $893,968.

    13F-HR 0001951757-25-001305 filed by PACK Private Wealth, 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 8,073 shares
    Change vs previous 13F -412 shares

    0.45% of the 13F portfolio, value $847,504.

    13F-HR 0001951757-25-001081 filed by PACK Private Wealth, 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 8,485 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $837,470.

    13F-HR 0001951757-25-000554 filed by PACK Private Wealth, 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 8,485 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $895,168.

    13F-HR 0001951757-25-000168 filed by PACK Private Wealth, 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 8,485 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $896,271.

    13F-HR 0001951757-24-001137 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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