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Disclosery

Vericrest Private Wealth: IVV position timeline

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

Vericrest Private Wealth held 33,557 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,557 shares
    Change vs previous 13F -2,390 shares

    22.36% of the 13F portfolio, value $25,130,194.

    13F-HR 0001912300-26-000005 filed by Vericrest 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 35,947 shares
    Change vs previous 13F +164 shares

    21.06% of the 13F portfolio, value $23,480,730.

    13F-HR 0001912300-26-000004 filed by Vericrest 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 35,783 shares
    Change vs previous 13F not available

    21.78% of the 13F portfolio, value $24,508,979.

    13F-HR 0001912300-26-000003 filed by Vericrest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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