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Disclosery

Westmount Partners, LLC: IVV position timeline

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

Westmount Partners, LLC held 12,109 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,109 shares
    Change vs previous 13F +447 shares

    2% of the 13F portfolio, value $9,068,560.

    13F-HR 0002051491-26-000004 filed by Westmount Partners, 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 11,662 shares
    Change vs previous 13F +85 shares

    1.88% of the 13F portfolio, value $7,617,584.

    13F-HR 0002051491-26-000003 filed by Westmount Partners, 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 11,577 shares
    Change vs previous 13F -55 shares

    1.98% of the 13F portfolio, value $7,929,525.

    13F-HR 0002051491-26-000001 filed by Westmount Partners, 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 11,632 shares
    Change vs previous 13F -47 shares

    2.02% of the 13F portfolio, value $7,814,623.

    13F-HR 0002051491-25-000017 filed by Westmount Partners, 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 11,679 shares
    Change vs previous 13F -53 shares

    1.99% of the 13F portfolio, value $7,251,775.

    13F-HR 0002051491-25-000015 filed by Westmount Partners, 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 11,732 shares
    Change vs previous 13F +229 shares

    2.01% of the 13F portfolio, value $6,592,341.

    13F-HR 0002051491-25-000013 filed by Westmount Partners, 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 11,503 shares
    Change vs previous 13F +11 shares

    2.06% of the 13F portfolio, value $6,771,346.

    13F-HR 0002051491-25-000002 filed by Westmount Partners, 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 11,492 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $6,628,673.

    13F-HR 0002051491-25-000001 filed by Westmount Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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