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TSA Wealth Managment LLC: IVV position timeline

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

TSA Wealth Managment LLC held 21,345 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,345 shares
    Change vs previous 13F +23 shares

    4.52% of the 13F portfolio, value $15,984,801.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 21,322 shares
    Change vs previous 13F -1,037 shares

    4.5% of the 13F portfolio, value $13,927,571.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 22,359 shares
    Change vs previous 13F -230 shares

    5.07% of the 13F portfolio, value $15,314,504.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 22,589 shares
    Change vs previous 13F -406 shares

    5.14% of the 13F portfolio, value $15,118,581.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 22,995 shares
    Change vs previous 13F -546 shares

    5.22% of the 13F portfolio, value $14,277,750.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 23,541 shares
    Change vs previous 13F -1,287 shares

    5.26% of the 13F portfolio, value $13,227,680.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 24,828 shares
    Change vs previous 13F -2,518 shares

    5.95% of the 13F portfolio, value $14,615,693.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 27,346 shares
    Change vs previous 13F not available

    6.35% of the 13F portfolio, value $15,773,731.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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