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Disclosery

Sanctuary Wealth Management, L.L.C.: IVV position timeline

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

Sanctuary Wealth Management, L.L.C. held 33,690 IVV shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 33,690 shares
    Change vs previous 13F +33,685 shares

    13.12% of the 13F portfolio, value $19,832,629.

    13F-HR 0001728436-25-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $2,884.

    13F-HR 0001728436-24-000005 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 60 shares
    Change vs previous 13F -30,165 shares

    0.02% of the 13F portfolio, value $32,834.

    13F-HR 0001728436-24-000003 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 30,225 shares
    Change vs previous 13F +2,494 shares

    12.93% of the 13F portfolio, value $15,890,189.

    13F-HR 0001728436-24-000002 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 27,731 shares
    Change vs previous 13F +27,731 shares

    12.83% of the 13F portfolio, value $13,245,158.

    13F-HR 0001728436-24-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -36,045 shares

    13F-HR 0001728436-23-000004 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-06-30
    13F 36,045 shares
    Change vs previous 13F not available

    17% of the 13F portfolio, value $16,065,617.

    13F-HR 0001728436-23-000003 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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