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Disclosery

Wealth Quarterback LLC: IVV position timeline

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

Wealth Quarterback LLC held 64,245 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,245 shares
    Change vs previous 13F +7,691 shares

    14.87% of the 13F portfolio, value $48,112,315.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 56,554 shares
    Change vs previous 13F -26,474 shares

    14.54% of the 13F portfolio, value $36,941,607.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 83,028 shares
    Change vs previous 13F +31,201 shares

    20.48% of the 13F portfolio, value $56,868,917.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 51,827 shares
    Change vs previous 13F +1,517 shares

    13.41% of the 13F portfolio, value $34,687,922.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 50,310 shares
    Change vs previous 13F -10,301 shares

    14.81% of the 13F portfolio, value $31,237,501.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 60,611 shares
    Change vs previous 13F -20,520 shares

    19.16% of the 13F portfolio, value $34,057,207.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 81,131 shares
    Change vs previous 13F +21,977 shares

    22.42% of the 13F portfolio, value $47,760,028.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 59,154 shares
    Change vs previous 13F not available

    17.75% of the 13F portfolio, value $34,121,057.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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