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Disclosery

Waldron Private Wealth LLC: IVV position timeline

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

Waldron Private Wealth LLC held 30,770 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,770 shares
    Change vs previous 13F -2,501 shares

    0.8% of the 13F portfolio, value $23,044,120.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 33,271 shares
    Change vs previous 13F -3,449 shares

    0.85% of the 13F portfolio, value $21,733,527.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 36,720 shares
    Change vs previous 13F -172 shares

    0.99% of the 13F portfolio, value $25,152,188.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 36,892 shares
    Change vs previous 13F +2,856 shares

    1% of the 13F portfolio, value $24,692,858.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 34,036 shares
    Change vs previous 13F -541 shares

    0.92% of the 13F portfolio, value $21,133,821.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 34,577 shares
    Change vs previous 13F -679 shares

    0.92% of the 13F portfolio, value $19,429,597.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 35,256 shares
    Change vs previous 13F -330 shares

    0.84% of the 13F portfolio, value $20,755,317.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 35,586 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $20,527,294.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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