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Disclosery

Welch Group, LLC: IVV position timeline

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

Welch Group, LLC held 18,233 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 18,233 shares
    Change vs previous 13F -19 shares

    0.47% of the 13F portfolio, value $13,654,252.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 18,252 shares
    Change vs previous 13F -887 shares

    0.45% of the 13F portfolio, value $11,922,641.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 19,139 shares
    Change vs previous 13F +885 shares

    0.51% of the 13F portfolio, value $13,109,133.

    13F-HR 0001443095-26-000001 filed by Welch Group, 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 18,254 shares
    Change vs previous 13F +619 shares

    0.48% of the 13F portfolio, value $12,217,687.

    13F-HR 0001443095-25-000008 filed by Welch Group, 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 17,635 shares
    Change vs previous 13F +32 shares

    0.46% of the 13F portfolio, value $10,949,579.

    13F-HR 0001443095-25-000007 filed by Welch Group, 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 17,603 shares
    Change vs previous 13F -7,101 shares

    0.43% of the 13F portfolio, value $9,824,334.

    13F-HR 0001443095-25-000003 filed by Welch Group, 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 24,704 shares
    Change vs previous 13F +7,071 shares

    0.66% of the 13F portfolio, value $14,599,632.

    13F-HR 0001443095-25-000001 filed by Welch Group, 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 17,633 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $10,171,304.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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