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Priebe Wealth Holdings LLC: IVV position timeline

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

Priebe Wealth Holdings LLC held 776 IVV shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 776 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $481,818.

    13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 776 shares
    Change vs previous 13F +13 shares

    0.27% of the 13F portfolio, value $436,034.

    13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 763 shares
    Change vs previous 13F -3 shares

    0.3% of the 13F portfolio, value $449,163.

    13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 766 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $441,988.

    13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 766 shares
    Change vs previous 13F -10 shares

    0.33% of the 13F portfolio, value $419,315.

    13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 776 shares
    Change vs previous 13F -436 shares

    0.32% of the 13F portfolio, value $407,966.

    13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,212 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $578,888.

    13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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