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Palatine Hill Wealth Management, LLC: IVV position timeline

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

Palatine Hill Wealth Management, LLC held 62,451 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,451 shares
    Change vs previous 13F +3,773 shares

    37.67% of the 13F portfolio, value $46,768,566.

    13F-HR 0002107248-26-000004 filed by Palatine Hill 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 58,678 shares
    Change vs previous 13F -2,264 shares

    33.37% of the 13F portfolio, value $38,328,901.

    13F-HR 0002107248-26-000003 filed by Palatine Hill 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 60,942 shares
    Change vs previous 13F not available

    33.66% of the 13F portfolio, value $41,741,466.

    13F-HR 0002107248-26-000002 filed by Palatine Hill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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