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Sanchez Wealth Management Group: IVV position timeline

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

Sanchez Wealth Management Group held 41,374 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,374 shares
    Change vs previous 13F -427 shares

    5.43% of the 13F portfolio, value $30,984,500.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 41,801 shares
    Change vs previous 13F -62 shares

    5.91% of the 13F portfolio, value $27,304,835.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 41,863 shares
    Change vs previous 13F -613 shares

    6.13% of the 13F portfolio, value $28,673,517.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 42,476 shares
    Change vs previous 13F -587 shares

    6.31% of the 13F portfolio, value $28,429,267.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 43,063 shares
    Change vs previous 13F -321 shares

    6.45% of the 13F portfolio, value $26,737,455.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 43,384 shares
    Change vs previous 13F +94 shares

    6.62% of the 13F portfolio, value $24,377,361.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 43,290 shares
    Change vs previous 13F +2,408 shares

    6.96% of the 13F portfolio, value $25,483,934.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 40,882 shares
    Change vs previous 13F not available

    7.19% of the 13F portfolio, value $23,581,100.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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