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Disclosery

WAYSTONE ADVISORS LLC: IVV position timeline

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

WAYSTONE ADVISORS LLC held 1,443 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,443 shares
    Change vs previous 13F +573 shares

    0.81% of the 13F portfolio, value $1,080,646.

    13F-HR 0002085853-26-000758 filed by WAYSTONE 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 870 shares
    Change vs previous 13F -468 shares

    0.51% of the 13F portfolio, value $568,292.

    13F-HR 0002085853-26-000399 filed by WAYSTONE 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 1,338 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $916,451.

    13F-HR 0002085853-26-000222 filed by WAYSTONE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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