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Disclosery

Powerhouse Assets LLC: IVV position timeline

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

Powerhouse Assets LLC held 40,136 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,136 shares
    Change vs previous 13F -4,168 shares

    24.47% of the 13F portfolio, value $30,057,569.

    13F-HR 0001564396-26-000003 filed by Powerhouse Assets 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 44,304 shares
    Change vs previous 13F +961 shares

    25.18% of the 13F portfolio, value $28,939,900.

    13F-HR 0001564396-26-000002 filed by Powerhouse Assets 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 43,343 shares
    Change vs previous 13F not available

    26.11% of the 13F portfolio, value $29,687,299.

    13F-HR 0001564396-26-000001 filed by Powerhouse Assets LLC
    Filed (acceptance time not in the bulk data set), ingested

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