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Disclosery

Significant Wealth Partners LLC: IVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Significant Wealth Partners LLC on IVT, newest first. How the timeline and the estimate are built.

Significant Wealth Partners LLC held 13,582 IVT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,582 shares
    Change vs previous 13F +323 shares

    0.52% of the 13F portfolio, value $480,816.

    13F-HR 0001376474-26-000481 filed by Significant Wealth Partners 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 13,259 shares
    Change vs previous 13F +654 shares

    0.5% of the 13F portfolio, value $403,881.

    13F-HR 0001376474-26-000280 filed by Significant Wealth Partners 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 12,605 shares
    Change vs previous 13F -14,251 shares

    0.4% of the 13F portfolio, value $355,598.

    13F-HR 0001376474-26-000018 filed by Significant Wealth Partners 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 26,856 shares
    Change vs previous 13F +4,071 shares

    0.38% of the 13F portfolio, value $768,605.

    13F-HR 0001376474-25-000894 filed by Significant Wealth Partners 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 22,785 shares
    Change vs previous 13F +1,298 shares

    0.31% of the 13F portfolio, value $624,302.

    13F-HR 0001376474-25-000609 filed by Significant Wealth Partners 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 21,487 shares
    Change vs previous 13F +3,380 shares

    0.32% of the 13F portfolio, value $631,074.

    13F-HR 0001376474-25-000414 filed by Significant Wealth Partners 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 18,107 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $545,575.

    13F-HR 0001376474-25-000184 filed by Significant Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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