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SpringVest Wealth Management LLC: IVOO position timeline

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

SpringVest Wealth Management LLC held 20,922 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,922 shares
    Change vs previous 13F -1,201 shares

    1.72% of the 13F portfolio, value $2,728,229.

    13F-HR 0002058986-26-000005 filed by SpringVest 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 22,123 shares
    Change vs previous 13F -88 shares

    1.73% of the 13F portfolio, value $2,529,101.

    13F-HR 0002058986-26-000004 filed by SpringVest 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 22,211 shares
    Change vs previous 13F -46 shares

    1.73% of the 13F portfolio, value $2,483,190.

    13F-HR 0002058986-26-000001 filed by SpringVest 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 22,257 shares
    Change vs previous 13F -197 shares

    1.81% of the 13F portfolio, value $2,456,728.

    13F-HR 0002058986-25-000003 filed by SpringVest 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 22,454 shares
    Change vs previous 13F -465 shares

    1.91% of the 13F portfolio, value $2,357,221.

    13F-HR 0001085146-25-004068 filed by SpringVest 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 22,919 shares
    Change vs previous 13F -182 shares

    1.88% of the 13F portfolio, value $2,262,105.

    13F-HR 0001085146-25-002663 filed by SpringVest 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 23,101 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,437,156.

    13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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