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Smith Partners Wealth Management, LLC: IVV position timeline

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

Smith Partners Wealth Management, LLC held 790 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 790 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $591,623.

    13F-HR 0001398344-26-013876 filed by Smith Partners 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 790 shares
    Change vs previous 13F +420 shares

    0.46% of the 13F portfolio, value $516,036.

    13F-HR 0001398344-26-008891 filed by Smith Partners 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 370 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $253,428.

    13F-HR 0001398344-26-003144 filed by Smith Partners Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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