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PRIO WEALTH LIMITED PARTNERSHIP: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on IVV, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 125,197 IVV shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 125,197 shares
    Change vs previous 13F -549 shares

    2.12% of the 13F portfolio, value $72,216,285.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 125,746 shares
    Change vs previous 13F +1,233 shares

    2.05% of the 13F portfolio, value $68,811,984.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 124,513 shares
    Change vs previous 13F +4,062 shares

    1.89% of the 13F portfolio, value $65,460,479.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 120,451 shares
    Change vs previous 13F +4,501 shares

    1.98% of the 13F portfolio, value $57,531,072.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 115,950 shares
    Change vs previous 13F -1,213 shares

    1.92% of the 13F portfolio, value $49,792,323.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 117,163 shares
    Change vs previous 13F -3,543 shares

    1.87% of the 13F portfolio, value $52,220,632.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 120,706 shares
    Change vs previous 13F -415 shares

    1.9% of the 13F portfolio, value $49,619,936.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 121,121 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $46,535,740.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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