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Vermillion & White Wealth Management Group, LLC: IVV position timeline

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

Vermillion & White Wealth Management Group, LLC held 64,086 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,086 shares
    Change vs previous 13F +3,861 shares

    24.36% of the 13F portfolio, value $48,153,104.

    13F-HR 0001862443-26-000004 filed by Vermillion & White Wealth Management Group, 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/A 60,225 shares
    Change vs previous 13F +1,126 shares

    22.65% of the 13F portfolio, value $39,339,300.

    13F-HR/A 0001862443-26-000003 filed by Vermillion & White Wealth Management Group, 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 59,099 shares
    Change vs previous 13F +1,864 shares

    22.01% of the 13F portfolio, value $40,479,182.

    13F-HR 0001862443-26-000001 filed by Vermillion & White Wealth Management Group, 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 57,235 shares
    Change vs previous 13F +1,637 shares

    21.8% of the 13F portfolio, value $38,307,414.

    13F-HR 0001862443-25-000007 filed by Vermillion & White Wealth Management Group, 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 55,598 shares
    Change vs previous 13F 0 shares

    22.44% of the 13F portfolio, value $34,520,656.

    13F-HR 0002036114-25-000003 filed by Vermillion & White Wealth Management Group, 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 55,598 shares
    Change vs previous 13F +16,627 shares

    22.61% of the 13F portfolio, value $31,240,515.

    13F-HR 0001862443-25-000004 filed by Vermillion & White Wealth Management Group, 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 38,971 shares
    Change vs previous 13F +3,312 shares

    16.9% of the 13F portfolio, value $22,941,656.

    13F-HR 0001862443-25-000001 filed by Vermillion & White Wealth Management Group, 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 35,659 shares
    Change vs previous 13F not available

    15.21% of the 13F portfolio, value $20,569,090.

    13F-HR 0002036114-24-000001 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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