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Three Seasons Wealth, LLC: IVV position timeline

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

Three Seasons Wealth, LLC held 6,581 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,581 shares
    Change vs previous 13F -195 shares

    0.45% of the 13F portfolio, value $4,928,445.

    13F-HR 0001420506-26-001588 filed by Three Seasons 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 6,776 shares
    Change vs previous 13F -515 shares

    1.69% of the 13F portfolio, value $4,426,151.

    13F-HR 0001420506-26-000803 filed by Three Seasons 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 7,291 shares
    Change vs previous 13F -731 shares

    0.48% of the 13F portfolio, value $4,993,898.

    13F-HR 0001420506-26-000058 filed by Three Seasons 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 8,022 shares
    Change vs previous 13F -109 shares

    0.53% of the 13F portfolio, value $5,369,125.

    13F-HR 0001420506-25-002863 filed by Three Seasons 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 8,131 shares
    Change vs previous 13F -784 shares

    0.58% of the 13F portfolio, value $5,048,544.

    13F-HR 0001420506-25-001489 filed by Three Seasons 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 8,915 shares
    Change vs previous 13F -233 shares

    2.48% of the 13F portfolio, value $5,009,339.

    13F-HR 0001420506-25-000951 filed by Three Seasons 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 9,148 shares
    Change vs previous 13F -1,137 shares

    2.62% of the 13F portfolio, value $5,385,245.

    13F-HR 0001420506-25-000562 filed by Three Seasons 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 10,285 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $5,932,594.

    13F-HR 0001420506-25-000737 filed by Three Seasons Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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