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Disclosery

WEALTHGARDEN F.S. LLC: IVV position timeline

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

WEALTHGARDEN F.S. LLC held 14,017 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,017 shares
    Change vs previous 13F +6,922 shares

    5.95% of the 13F portfolio, value $10,497,383.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 7,095 shares
    Change vs previous 13F +1,191 shares

    3.16% of the 13F portfolio, value $4,634,375.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 5,904 shares
    Change vs previous 13F +15 shares

    2.71% of the 13F portfolio, value $4,108,714.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. 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 5,889 shares
    Change vs previous 13F +384 shares

    2.83% of the 13F portfolio, value $3,972,535.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. 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 5,505 shares
    Change vs previous 13F -1,708 shares

    2.9% of the 13F portfolio, value $3,494,884.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. 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 7,213 shares
    Change vs previous 13F -1,615 shares

    3.9% of the 13F portfolio, value $4,052,938.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. 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 8,828 shares
    Change vs previous 13F -428 shares

    4.86% of the 13F portfolio, value $5,196,798.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. 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/A 9,256 shares
    Change vs previous 13F not available

    5.19% of the 13F portfolio, value $5,338,966.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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