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Disclosery

Parisi Gray Wealth Management: IVV position timeline

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

Parisi Gray Wealth Management held 24,135 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,135 shares
    Change vs previous 13F -77 shares

    3.71% of the 13F portfolio, value $18,074,726.

    13F-HR 0001951757-26-000952 filed by Parisi Gray Wealth Management
    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 24,212 shares
    Change vs previous 13F -3 shares

    3.77% of the 13F portfolio, value $15,815,209.

    13F-HR 0001951757-26-000533 filed by Parisi Gray Wealth Management
    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 24,215 shares
    Change vs previous 13F -82 shares

    3.77% of the 13F portfolio, value $16,585,794.

    13F-HR 0001951757-26-000026 filed by Parisi Gray Wealth Management
    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 24,297 shares
    Change vs previous 13F -395 shares

    4.23% of the 13F portfolio, value $16,261,799.

    13F-HR 0001951757-25-001160 filed by Parisi Gray Wealth Management
    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 24,692 shares
    Change vs previous 13F -396 shares

    4.39% of the 13F portfolio, value $15,331,081.

    13F-HR 0001951757-25-000591 filed by Parisi Gray Wealth Management
    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 25,088 shares
    Change vs previous 13F -705 shares

    4.6% of the 13F portfolio, value $14,097,104.

    13F-HR 0001951757-25-000360 filed by Parisi Gray Wealth Management
    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 25,793 shares
    Change vs previous 13F -13 shares

    4.83% of the 13F portfolio, value $15,183,540.

    13F-HR 0001951757-25-000011 filed by Parisi Gray Wealth Management
    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 25,806 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $14,885,426.

    13F-HR 0001951757-24-000974 filed by Parisi Gray Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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