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Roger Wittlin Investment Advisory, LLC: IVV position timeline

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

Roger Wittlin Investment Advisory, LLC held 27,557 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,557 shares
    Change vs previous 13F -357 shares

    16.21% of the 13F portfolio, value $20,637,822.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, 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 27,914 shares
    Change vs previous 13F -642 shares

    14.91% of the 13F portfolio, value $18,234,119.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, 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 28,556 shares
    Change vs previous 13F -9,112 shares

    13.68% of the 13F portfolio, value $19,558,857.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, 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 37,668 shares
    Change vs previous 13F -3,474 shares

    14.02% of the 13F portfolio, value $25,211,305.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, 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 41,142 shares
    Change vs previous 13F -1,557 shares

    14.24% of the 13F portfolio, value $25,545,377.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, 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 42,699 shares
    Change vs previous 13F -1,558 shares

    14.04% of the 13F portfolio, value $23,992,828.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, 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 44,257 shares
    Change vs previous 13F +2,503 shares

    14.59% of the 13F portfolio, value $26,053,084.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, 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 41,754 shares
    Change vs previous 13F not available

    13.86% of the 13F portfolio, value $24,084,690.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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