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Disclosery

WealthNavi Inc.: IVV position timeline

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

WealthNavi Inc. held 702,867 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 702,867 shares
    Change vs previous 13F +62,162 shares

    4.12% of the 13F portfolio, value $526,370,000.

    13F-HR 0001104659-26-086034 filed by WealthNavi Inc.
    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 640,705 shares
    Change vs previous 13F +77,506 shares

    3.63% of the 13F portfolio, value $418,515,000.

    13F-HR 0001104659-26-045706 filed by WealthNavi Inc.
    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 563,199 shares
    Change vs previous 13F +62,612 shares

    3.41% of the 13F portfolio, value $385,758,000.

    13F-HR 0001104659-26-003858 filed by WealthNavi Inc.
    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 500,587 shares
    Change vs previous 13F +70,090 shares

    3.11% of the 13F portfolio, value $335,043,000.

    13F-HR 0001104659-25-099545 filed by WealthNavi Inc.
    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 430,497 shares
    Change vs previous 13F +68,041 shares

    2.69% of the 13F portfolio, value $267,296,000.

    13F-HR 0001104659-25-068814 filed by WealthNavi Inc.
    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 362,456 shares
    Change vs previous 13F +78,872 shares

    2.27% of the 13F portfolio, value $203,664,000.

    13F-HR 0001104659-25-034358 filed by WealthNavi Inc.
    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 283,584 shares
    Change vs previous 13F +68,050 shares

    1.94% of the 13F portfolio, value $166,940,000.

    13F-HR 0001104659-25-010100 filed by WealthNavi Inc.
    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 215,534 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $124,324,000.

    13F-HR 0001104659-24-110709 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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