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Disclosery

TL Private Wealth: IVV position timeline

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

TL Private Wealth held 894 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 894 shares
    Change vs previous 13F +221 shares

    0.25% of the 13F portfolio, value $671,781.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 673 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $459,588.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 671 shares
    Change vs previous 13F +17 shares

    0.18% of the 13F portfolio, value $468,061.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 654 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $435,776.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 653 shares
    Change vs previous 13F -44 shares

    0.17% of the 13F portfolio, value $407,450.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 697 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $347,705.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 695 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $413,925.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 695 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $396,293.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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