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Disclosery

Urban Wealth Management, LLC: IVV position timeline

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

Urban Wealth Management, LLC held 3,521 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,521 shares
    Change vs previous 13F +5 shares

    2.3% of the 13F portfolio, value $2,636,780.

    13F-HR 0002085853-26-000843 filed by Urban Wealth Management, 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 3,516 shares
    Change vs previous 13F 0 shares

    2.35% of the 13F portfolio, value $2,296,612.

    13F-HR 0002085853-26-000435 filed by Urban Wealth Management, 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 3,516 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,408,149.

    13F-HR 0002085853-26-000154 filed by Urban Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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