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Quotient Wealth Partners, LLC: IVV position timeline

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

Quotient Wealth Partners, LLC held 801,678 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 801,678 shares
    Change vs previous 13F +8,594 shares

    14.18% of the 13F portfolio, value $600,368,909.

    13F-HR 0002004904-26-000004 filed by Quotient Wealth Partners, 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 793,084 shares
    Change vs previous 13F +31,433 shares

    13.63% of the 13F portfolio, value $518,050,584.

    13F-HR 0002004904-26-000003 filed by Quotient Wealth Partners, 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 761,651 shares
    Change vs previous 13F +180,344 shares

    13.88% of the 13F portfolio, value $521,685,572.

    13F-HR 0002004904-26-000001 filed by Quotient Wealth Partners, 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 581,307 shares
    Change vs previous 13F +886 shares

    10.66% of the 13F portfolio, value $389,068,530.

    13F-HR 0002004904-25-000008 filed by Quotient Wealth Partners, 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 580,421 shares
    Change vs previous 13F +10,038 shares

    10.6% of the 13F portfolio, value $360,383,383.

    13F-HR 0002004904-25-000005 filed by Quotient Wealth Partners, 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 570,383 shares
    Change vs previous 13F -33,233 shares

    10.24% of the 13F portfolio, value $320,498,284.

    13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, LLC
    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 603,616 shares
    Change vs previous 13F +6,773 shares

    11.62% of the 13F portfolio, value $355,336,792.

    13F-HR 0002004904-25-000002 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 596,843 shares
    Change vs previous 13F not available

    11.31% of the 13F portfolio, value $344,270,727.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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