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Disclosery

POTENTIA WEALTH: IVV position timeline

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

POTENTIA WEALTH held 4,231 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,231 shares
    Change vs previous 13F -316 shares

    1.3% of the 13F portfolio, value $3,168,334.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 4,547 shares
    Change vs previous 13F +305 shares

    1.15% of the 13F portfolio, value $2,970,167.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 4,242 shares
    Change vs previous 13F -2,876 shares

    1.06% of the 13F portfolio, value $2,905,523.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 7,118 shares
    Change vs previous 13F +375 shares

    1.82% of the 13F portfolio, value $4,763,856.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 6,743 shares
    Change vs previous 13F -5,008 shares

    2.39% of the 13F portfolio, value $4,186,871.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 11,751 shares
    Change vs previous 13F -279 shares

    3.1% of the 13F portfolio, value $6,602,999.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 12,030 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $7,081,723.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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