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WALLER FINANCIAL PLANNING GROUP, INC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on IVV, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 112,983 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 112,983 shares
    Change vs previous 13F +3,507 shares

    17.56% of the 13F portfolio, value $86,528,345.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 109,476 shares
    Change vs previous 13F +569 shares

    16.88% of the 13F portfolio, value $81,985,352.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 108,907 shares
    Change vs previous 13F +2,852 shares

    15.7% of the 13F portfolio, value $71,139,285.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 106,055 shares
    Change vs previous 13F +26,466 shares

    16.13% of the 13F portfolio, value $72,641,372.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 79,589 shares
    Change vs previous 13F -613 shares

    12.22% of the 13F portfolio, value $53,268,814.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 80,202 shares
    Change vs previous 13F +7,470 shares

    12.04% of the 13F portfolio, value $49,797,147.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 72,732 shares
    Change vs previous 13F -8,073 shares

    11.48% of the 13F portfolio, value $40,868,345.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 80,805 shares
    Change vs previous 13F not available

    11.99% of the 13F portfolio, value $47,568,350.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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