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Vawter Financial, Ltd.: IVV position timeline

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

Vawter Financial, Ltd. held 10,241 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,241 shares
    Change vs previous 13F +385 shares

    2.89% of the 13F portfolio, value $7,669,470.

    13F-HR 0001974403-26-000003 filed by Vawter Financial, Ltd.
    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/A 9,856 shares
    Change vs previous 13F +224 shares

    2.71% of the 13F portfolio, value $6,438,352.

    13F-HR/A 0001974403-26-000007 filed by Vawter Financial, Ltd.
    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 9,632 shares
    Change vs previous 13F +298 shares

    2.78% of the 13F portfolio, value $6,597,062.

    13F-HR/A 0001974403-26-000006 filed by Vawter Financial, Ltd.
    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/A 9,334 shares
    Change vs previous 13F +8,468 shares

    2.83% of the 13F portfolio, value $6,246,967.

    13F-HR/A 0001974403-26-000005 filed by Vawter Financial, Ltd.
    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/A 866 shares
    Change vs previous 13F -8,347 shares

    6.07% of the 13F portfolio, value $537,711.

    13F-HR/A 0001974403-26-000004 filed by Vawter Financial, Ltd.
    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 9,213 shares
    Change vs previous 13F +273 shares

    2.9% of the 13F portfolio, value $5,176,843.

    13F-HR 0001974403-25-000002 filed by Vawter Financial, Ltd.
    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 8,940 shares
    Change vs previous 13F -181 shares

    3.16% of the 13F portfolio, value $5,262,860.

    13F-HR 0001974403-25-000001 filed by Vawter Financial, Ltd.
    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 9,121 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $5,261,235.

    13F-HR 0001974403-24-000006 filed by Vawter Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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