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Private Wealth Asset Management, LLC: IVV position timeline

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

Private Wealth Asset Management, LLC held 141,287 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,287 shares
    Change vs previous 13F -3,049 shares

    10.19% of the 13F portfolio, value $105,773,031.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset 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 144,336 shares
    Change vs previous 13F +2,015 shares

    10.08% of the 13F portfolio, value $94,282,033.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset 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 142,321 shares
    Change vs previous 13F +5,135 shares

    10.6% of the 13F portfolio, value $97,481,631.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset 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 137,186 shares
    Change vs previous 13F +69,886 shares

    10.83% of the 13F portfolio, value $91,818,606.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset 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 67,300 shares
    Change vs previous 13F +6,611 shares

    5.55% of the 13F portfolio, value $41,786,269.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset 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 60,689 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $34,100,899.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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