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Disclosery

SK Wealth Management, LLC: IVV position timeline

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

SK Wealth Management, LLC held 12,443 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,443 shares
    Change vs previous 13F +2,483 shares

    2.18% of the 13F portfolio, value $9,665,196.

    13F-HR 0001867958-26-000006 filed by SK Wealth Management, 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 9,960 shares
    Change vs previous 13F +287 shares

    1.83% of the 13F portfolio, value $6,591,987.

    13F-HR 0001867958-26-000005 filed by SK Wealth Management, 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 9,673 shares
    Change vs previous 13F +25 shares

    1.88% of the 13F portfolio, value $6,742,606.

    13F-HR 0001867958-26-000001 filed by SK Wealth Management, 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 9,648 shares
    Change vs previous 13F +1,903 shares

    2.43% of the 13F portfolio, value $6,507,484.

    13F-HR 0001867958-25-000006 filed by SK Wealth Management, 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 7,745 shares
    Change vs previous 13F +3,442 shares

    2.11% of the 13F portfolio, value $4,856,376.

    13F-HR 0001867958-25-000004 filed by SK Wealth Management, 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 4,303 shares
    Change vs previous 13F +102 shares

    1.19% of the 13F portfolio, value $2,221,945.

    13F-HR 0001867958-25-000003 filed by SK Wealth Management, 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 4,201 shares
    Change vs previous 13F +478 shares

    1.26% of the 13F portfolio, value $2,473,037.

    13F-HR 0001867958-25-000002 filed by SK Wealth Management, LLC
    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 3,723 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,224,597.

    13F-HR 0001867958-24-000002 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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