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Disclosery

Westshore Wealth, LLC: IVV position timeline

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

Westshore Wealth, LLC held 1,050 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,050 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $786,335.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 1,050 shares
    Change vs previous 13F +276 shares

    0.24% of the 13F portfolio, value $685,871.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 774 shares
    Change vs previous 13F +11 shares

    0.18% of the 13F portfolio, value $530,144.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 763 shares
    Change vs previous 13F -26 shares

    0.17% of the 13F portfolio, value $510,676.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 789 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $489,890.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 789 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $443,339.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 789 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $464,469.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, 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 789 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $455,111.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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