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Perissos Private Wealth Management, LLC: IVV position timeline

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

Perissos Private Wealth Management, LLC held 7,698 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,698 shares
    Change vs previous 13F +194 shares

    3.89% of the 13F portfolio, value $5,764,955.

    13F-HR 0002023071-26-000003 filed by Perissos Private 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 7,504 shares
    Change vs previous 13F -6,167 shares

    4.25% of the 13F portfolio, value $4,901,688.

    13F-HR 0002023071-26-000002 filed by Perissos Private 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 13,671 shares
    Change vs previous 13F -304 shares

    8.08% of the 13F portfolio, value $9,363,815.

    13F-HR 0002023071-26-000001 filed by Perissos Private Wealth Management, 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 13,975 shares
    Change vs previous 13F -4,940 shares

    6.81% of the 13F portfolio, value $9,353,468.

    13F-HR 0002023071-25-000006 filed by Perissos Private Wealth Management, 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 18,915 shares
    Change vs previous 13F +18,045 shares

    9.28% of the 13F portfolio, value $11,744,324.

    13F-HR 0002023071-25-000004 filed by Perissos Private Wealth Management, 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 870 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $488,853.

    13F-HR 0002023071-25-000002 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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