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Disclosery

Stone Summit Wealth LLC: IVV position timeline

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

Stone Summit Wealth LLC held 10,928 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,928 shares
    Change vs previous 13F -795 shares

    2.08% of the 13F portfolio, value $8,184,092.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 11,723 shares
    Change vs previous 13F +232 shares

    2.13% of the 13F portfolio, value $7,657,774.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 11,491 shares
    Change vs previous 13F +69 shares

    2.13% of the 13F portfolio, value $7,870,848.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 11,422 shares
    Change vs previous 13F +1,381 shares

    2.17% of the 13F portfolio, value $7,644,943.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 10,041 shares
    Change vs previous 13F +2,039 shares

    1.93% of the 13F portfolio, value $6,234,641.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 8,002 shares
    Change vs previous 13F +411 shares

    1.52% of the 13F portfolio, value $4,496,490.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 7,591 shares
    Change vs previous 13F +373 shares

    1.5% of the 13F portfolio, value $4,468,844.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 7,218 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $4,163,657.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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