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Vivid Wealth Management, LLC: IVV position timeline

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

Vivid Wealth Management, LLC held 40,799 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 40,799 shares
    Change vs previous 13F +444 shares

    10.75% of the 13F portfolio, value $30,553,682.

    13F-HR 0002085853-26-000887 filed by Vivid 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 40,355 shares
    Change vs previous 13F +59 shares

    10.67% of the 13F portfolio, value $26,360,430.

    13F-HR 0002085853-26-000504 filed by Vivid 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 40,296 shares
    Change vs previous 13F +190 shares

    10.73% of the 13F portfolio, value $27,600,681.

    13F-HR 0002085853-26-000153 filed by Vivid Wealth Management, 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 40,106 shares
    Change vs previous 13F -1,982 shares

    10.67% of the 13F portfolio, value $26,842,878.

    13F-HR 0002085853-25-000175 filed by Vivid Wealth Management, 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 42,088 shares
    Change vs previous 13F -5,605 shares

    11.48% of the 13F portfolio, value $26,132,557.

    13F-HR 0001667731-25-000941 filed by Vivid Wealth Management, 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 47,693 shares
    Change vs previous 13F +332 shares

    13.41% of the 13F portfolio, value $26,798,808.

    13F-HR 0001667731-25-000451 filed by Vivid Wealth Management, 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 47,361 shares
    Change vs previous 13F -394 shares

    14.11% of the 13F portfolio, value $27,880,765.

    13F-HR 0001667731-25-000190 filed by Vivid Wealth Management, 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 47,755 shares
    Change vs previous 13F not available

    14.39% of the 13F portfolio, value $27,546,074.

    13F-HR 0002007281-24-000005 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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