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Westfuller Advisors, LLC: IVV position timeline

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

Westfuller Advisors, LLC held 5,103 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,103 shares
    Change vs previous 13F +112 shares

    1.39% of the 13F portfolio, value $3,821,407.

    13F-HR 0002000324-26-003250 filed by Westfuller Advisors, 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 4,991 shares
    Change vs previous 13F +769 shares

    1.41% of the 13F portfolio, value $3,260,204.

    13F-HR 0002000324-26-001734 filed by Westfuller Advisors, 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 4,222 shares
    Change vs previous 13F +598 shares

    1.17% of the 13F portfolio, value $2,891,935.

    13F-HR 0002000324-26-000134 filed by Westfuller Advisors, 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 3,624 shares
    Change vs previous 13F +1,167 shares

    1.1% of the 13F portfolio, value $2,425,615.

    13F-HR 0002000324-25-004144 filed by Westfuller Advisors, 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 2,457 shares
    Change vs previous 13F -212 shares

    0.87% of the 13F portfolio, value $1,525,315.

    13F-HR 0001085146-25-003762 filed by Westfuller Advisors, 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 2,669 shares
    Change vs previous 13F -13,425 shares

    1% of the 13F portfolio, value $1,499,567.

    13F-HR 0001085146-25-002330 filed by Westfuller Advisors, 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 16,094 shares
    Change vs previous 13F +1,629 shares

    6.02% of the 13F portfolio, value $9,474,150.

    13F-HR 0001085146-25-001756 filed by Westfuller Advisors, 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 14,465 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $8,343,940.

    13F-HR 0001085146-24-005423 filed by Westfuller Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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