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Disclosery

Wealth Group Ltd: IVV position timeline

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

Wealth Group Ltd held 153,570 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 153,570 shares
    Change vs previous 13F -2,948 shares

    21.99% of the 13F portfolio, value $118,725,081.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 156,518 shares
    Change vs previous 13F +158 shares

    22.43% of the 13F portfolio, value $117,214,912.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 156,360 shares
    Change vs previous 13F -1,513 shares

    23.26% of the 13F portfolio, value $102,135,660.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 157,873 shares
    Change vs previous 13F -14,091 shares

    24.2% of the 13F portfolio, value $108,133,658.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    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 171,964 shares
    Change vs previous 13F -16,448 shares

    26.63% of the 13F portfolio, value $115,095,445.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    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 188,412 shares
    Change vs previous 13F -8,684 shares

    29.79% of the 13F portfolio, value $116,984,957.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    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 197,096 shares
    Change vs previous 13F +2,271 shares

    32.45% of the 13F portfolio, value $110,748,333.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    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 194,825 shares
    Change vs previous 13F not available

    33.16% of the 13F portfolio, value $114,689,313.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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