REICON WEALTH ADVISORS, LLC: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REICON WEALTH ADVISORS, LLC on IVV, newest first. How the timeline and the estimate are built.
REICON WEALTH ADVISORS, LLC held 2,847 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 2,847 sharesChange vs previous 13F +1,500 shares
1.33% of the 13F portfolio, value $2,132,356.
13F-HR 0001398344-26-013051 filed by REICON WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,347 sharesChange vs previous 13F +78 shares
0.68% of the 13F portfolio, value $880,106.
13F-HR 0001398344-26-008791 filed by REICON WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,269 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $869,433.
13F-HR 0001398344-26-001728 filed by REICON WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).