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StoneCrest Wealth Management, Inc.: IVV position timeline

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

StoneCrest Wealth Management, Inc. held 3,116 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,116 shares
    Change vs previous 13F -347 shares

    0.75% of the 13F portfolio, value $2,333,541.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 3,463 shares
    Change vs previous 13F -88 shares

    0.96% of the 13F portfolio, value $2,262,066.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 3,551 shares
    Change vs previous 13F -85 shares

    0.98% of the 13F portfolio, value $2,432,222.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 3,636 shares
    Change vs previous 13F -137 shares

    1.07% of the 13F portfolio, value $2,433,575.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 3,773 shares
    Change vs previous 13F -180 shares

    1.12% of the 13F portfolio, value $2,342,656.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 3,953 shares
    Change vs previous 13F -223 shares

    1.41% of the 13F portfolio, value $2,221,191.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    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 4,176 shares
    Change vs previous 13F -162 shares

    1.6% of the 13F portfolio, value $2,458,328.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, Inc.
    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 4,338 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $2,502,245.

    13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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