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PLANWISER FINANCIAL, LLC: IVV position timeline

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

PLANWISER FINANCIAL, LLC held 19,023 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 19,023 shares
    Change vs previous 13F -421 shares

    9.9% of the 13F portfolio, value $14,245,947.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 19,444 shares
    Change vs previous 13F -1,921 shares

    9.9% of the 13F portfolio, value $13,672,797.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 21,365 shares
    Change vs previous 13F +2,669 shares

    11% of the 13F portfolio, value $14,705,999.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 18,696 shares
    Change vs previous 13F -1,309 shares

    10.2% of the 13F portfolio, value $12,838,249.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 20,005 shares
    Change vs previous 13F +1,404 shares

    10.92% of the 13F portfolio, value $12,801,583.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 18,601 shares
    Change vs previous 13F not available

    9.5% of the 13F portfolio, value $10,486,741.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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