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Disclosery

Parcion Private Wealth LLC: IVV position timeline

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

Parcion Private Wealth LLC held 1,164,982 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,164,982 shares
    Change vs previous 13F +1,162,148 shares

    1.56% of the 13F portfolio, value $28,105,157.

    13F-HR 0001801263-26-000004 filed by Parcion 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 2,834 shares
    Change vs previous 13F -891,581 shares

    0.11% of the 13F portfolio, value $1,851,197.

    13F-HR 0001801263-26-000003 filed by Parcion 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 894,415 shares
    Change vs previous 13F +891,770 shares

    1.37% of the 13F portfolio, value $22,542,140.

    13F-HR 0001801263-26-000001 filed by Parcion 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 2,645 shares
    Change vs previous 13F -914,413 shares

    0.11% of the 13F portfolio, value $1,770,299.

    13F-HR 0001801263-25-000008 filed by Parcion 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 917,058 shares
    Change vs previous 13F +914,752 shares

    1.61% of the 13F portfolio, value $22,498,532.

    13F-HR 0001801263-25-000007 filed by Parcion 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 2,306 shares
    Change vs previous 13F +677 shares

    0.11% of the 13F portfolio, value $1,295,741.

    13F-HR 0001801263-25-000005 filed by Parcion 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 1,629 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $958,960.

    13F-HR 0001801263-25-000003 filed by Parcion 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 1,629 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $939,640.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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