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Disclosery

W ADVISORS, LLC: IVV position timeline

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

W ADVISORS, LLC held 14,997 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,997 shares
    Change vs previous 13F +2,849 shares

    5.11% of the 13F portfolio, value $11,231,103.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 12,148 shares
    Change vs previous 13F +1,720 shares

    4.07% of the 13F portfolio, value $7,935,195.

    13F-HR 0001172661-26-001570 filed by W ADVISORS, 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 10,428 shares
    Change vs previous 13F +24 shares

    3.59% of the 13F portfolio, value $7,142,555.

    13F-HR 0001172661-26-000770 filed by W ADVISORS, 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 10,404 shares
    Change vs previous 13F -69 shares

    3.67% of the 13F portfolio, value $6,963,397.

    13F-HR 0001172661-25-004935 filed by W ADVISORS, 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 10,473 shares
    Change vs previous 13F -4,018 shares

    3.73% of the 13F portfolio, value $6,502,685.

    13F-HR 0001172661-25-002933 filed by W ADVISORS, 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 14,491 shares
    Change vs previous 13F +1,527 shares

    5.1% of the 13F portfolio, value $8,142,493.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 12,964 shares
    Change vs previous 13F +670 shares

    4.72% of the 13F portfolio, value $7,631,648.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, 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 12,294 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $7,091,426.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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