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Disclosery

Wayfinding Financial, LLC: IVV position timeline

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

Wayfinding Financial, LLC held 18,668 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,668 shares
    Change vs previous 13F +2,218 shares

    5.3% of the 13F portfolio, value $13,981,000.

    13F-HR 0001898131-26-000003 filed by Wayfinding Financial, 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 16,450 shares
    Change vs previous 13F -364 shares

    4.67% of the 13F portfolio, value $10,745,000.

    13F-HR 0001898131-26-000002 filed by Wayfinding Financial, 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 16,814 shares
    Change vs previous 13F -456 shares

    4.88% of the 13F portfolio, value $11,517,000.

    13F-HR 0001898131-26-000001 filed by Wayfinding Financial, 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 17,270 shares
    Change vs previous 13F -258 shares

    4.98% of the 13F portfolio, value $11,558,000.

    13F-HR 0001898131-25-000005 filed by Wayfinding Financial, 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 17,528 shares
    Change vs previous 13F -314 shares

    4.97% of the 13F portfolio, value $11,116,000.

    13F-HR 0001898131-25-000002 filed by Wayfinding Financial, 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 17,842 shares
    Change vs previous 13F -394 shares

    4.39% of the 13F portfolio, value $10,025,000.

    13F-HR 0001898131-25-000001 filed by Wayfinding Financial, 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 18,236 shares
    Change vs previous 13F -1,151 shares

    5.74% of the 13F portfolio, value $10,735,000.

    13F-HR 0001898296-25-000003 filed by Wayfinding Financial, 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 19,387 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $11,183,000.

    13F-HR 0001898131-24-000002 filed by Wayfinding Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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