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Disclosery

PW ADVISORS, LLC \ FL: IVV position timeline

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

PW ADVISORS, LLC \ FL held 11,007 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,007 shares
    Change vs previous 13F +355 shares

    5.5% of the 13F portfolio, value $8,243,116.

    13F-HR 0001951757-26-001120 filed by PW ADVISORS, LLC \ FL
    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 10,652 shares
    Change vs previous 13F +2,145 shares

    5.21% of the 13F portfolio, value $6,957,847.

    13F-HR 0001951757-26-000730 filed by PW ADVISORS, LLC \ FL
    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 8,507 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $5,826,832.

    13F-HR 0001951757-26-000474 filed by PW ADVISORS, LLC \ FL
    Filed (acceptance time not in the bulk data set), ingested

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