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Whitaker-Myers Wealth Managers, LTD.: IVV position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 364 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 364 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $278,942.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 364 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $272,910.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).