Schwallier Wealth Management LLC: IVV position timeline

Schwallier Wealth Management LLC held 426 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 426 shares

   Change vs previous 13F +1 shares

   0.2% of the 13F portfolio, value $318,998.

   13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 425 shares

   Change vs previous 13F +17 shares

   0.2% of the 13F portfolio, value $277,531.

   13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 408 shares

   Change vs previous 13F +2 shares

   0.18% of the 13F portfolio, value $283,410.

   13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 406 shares

   Change vs previous 13F +1 shares

   0.17% of the 13F portfolio, value $271,989.

   13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 405 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $251,594.

   13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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