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Disclosery

Wallace Advisory Group, LLC: IVV position timeline

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

Wallace Advisory Group, LLC held 2,052 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,052 shares
    Change vs previous 13F -30 shares

    1.45% of the 13F portfolio, value $1,536,722.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory 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 2,082 shares
    Change vs previous 13F -49 shares

    1.45% of the 13F portfolio, value $1,359,983.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory 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 2,131 shares
    Change vs previous 13F -459 shares

    1.53% of the 13F portfolio, value $1,459,607.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory 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 2,590 shares
    Change vs previous 13F -2,331 shares

    1.29% of the 13F portfolio, value $1,608,131.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory 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 4,921 shares
    Change vs previous 13F -223 shares

    2.01% of the 13F portfolio, value $2,765,110.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory 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 5,144 shares
    Change vs previous 13F +285 shares

    2.1% of the 13F portfolio, value $3,028,170.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory 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 4,859 shares
    Change vs previous 13F -468 shares

    1.94% of the 13F portfolio, value $2,802,768.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory 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 5,327 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,915,094.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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