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Disclosery

Pandora Wealth, Inc.: IVV position timeline

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

Pandora Wealth, Inc. held 21,271 IVV shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 21,271 shares
    Change vs previous 13F +61 shares

    8.85% of the 13F portfolio, value $14,569,359.

    13F-HR 0002045414-26-000001 filed by Pandora Wealth, Inc.
    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 21,210 shares
    Change vs previous 13F +74 shares

    8.59% of the 13F portfolio, value $14,195,853.

    13F-HR 0002045414-25-000003 filed by Pandora Wealth, Inc.
    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 21,136 shares
    Change vs previous 13F +5 shares

    8.07% of the 13F portfolio, value $13,123,342.

    13F-HR 0002023325-25-000004 filed by Pandora Wealth, Inc.
    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 21,131 shares
    Change vs previous 13F not available

    7.81% of the 13F portfolio, value $11,873,509.

    13F-HR 0001965796-25-000002 filed by Pandora Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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