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Disclosery

Spectrum Wealth Counsel, LLC: IVV position timeline

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

Spectrum Wealth Counsel, LLC held 142,740 IVV shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 142,740 shares
    Change vs previous 13F +3,163 shares

    9.63% of the 13F portfolio, value $80,205,702.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 139,577 shares
    Change vs previous 13F -12,020 shares

    9.66% of the 13F portfolio, value $82,166,310.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 151,597 shares
    Change vs previous 13F +1,176 shares

    10.33% of the 13F portfolio, value $87,444,236.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 150,421 shares
    Change vs previous 13F -16,959 shares

    10.42% of the 13F portfolio, value $82,315,070.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 167,380 shares
    Change vs previous 13F +2,728 shares

    10.77% of the 13F portfolio, value $87,996,569.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 164,652 shares
    Change vs previous 13F not available

    10.89% of the 13F portfolio, value $78,642,880.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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