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Disclosery

Westend Capital Management, LLC: IVV position timeline

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

Westend Capital Management, LLC held 230 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230 shares
    Change vs previous 13F -114 shares

    0.04% of the 13F portfolio, value $172,245.

    13F-HR 0001331997-26-000003 filed by Westend Capital Management, 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 344 shares
    Change vs previous 13F -19 shares

    0.07% of the 13F portfolio, value $224,704.

    13F-HR 0001331997-26-000002 filed by Westend Capital Management, 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 363 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $248,633.

    13F-HR 0001331997-26-000001 filed by Westend Capital Management, 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 363 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $242,956.

    13F-HR 0001331997-25-000006 filed by Westend Capital Management, 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 363 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $225,387.

    13F-HR 0001331997-25-000003 filed by Westend Capital Management, 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 357 shares
    Change vs previous 13F -251 shares

    0.08% of the 13F portfolio, value $200,598.

    13F-HR 0001331997-25-000002 filed by Westend Capital Management, 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 608 shares
    Change vs previous 13F -60 shares

    0.11% of the 13F portfolio, value $357,917.

    13F-HR 0001331997-25-000001 filed by Westend Capital Management, 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 668 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $385,316.

    13F-HR 0001331997-24-000006 filed by Westend Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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