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Disclosery

Talon Private Wealth, LLC: IVV position timeline

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

Talon Private Wealth, LLC held 3,982 IVV shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,982 shares
    Change vs previous 13F +172 shares

    0.35% of the 13F portfolio, value $2,981,360.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 3,810 shares
    Change vs previous 13F +95 shares

    0.33% of the 13F portfolio, value $2,488,826.

    13F-HR 0001990467-26-000001 filed by Talon Private 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 ended2025-06-30
    13F 3,715 shares
    Change vs previous 13F +115 shares

    0.32% of the 13F portfolio, value $2,306,644.

    13F-HR 0001990467-25-000006 filed by Talon Private 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 ended2025-03-31
    13F 3,600 shares
    Change vs previous 13F -566 shares

    0.27% of the 13F portfolio, value $2,022,840.

    13F-HR 0001990467-25-000005 filed by Talon Private 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 ended2024-12-31
    13F/A 4,166 shares
    Change vs previous 13F -14 shares

    0.51% of the 13F portfolio, value $2,452,441.

    13F-HR/A 0001990467-25-000003 filed by Talon Private 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 ended2024-09-30
    13F 4,180 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,411,108.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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