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Disclosery

Wick Capital Partners, LLC: IVV position timeline

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

Wick Capital Partners, LLC held 47,606 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,606 shares
    Change vs previous 13F +6,962 shares

    5.38% of the 13F portfolio, value $35,651,472.

    13F-HR 0001904388-26-000005 filed by Wick Capital 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 40,644 shares
    Change vs previous 13F +2,307 shares

    4.84% of the 13F portfolio, value $26,549,045.

    13F-HR 0001904388-26-000004 filed by Wick Capital 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/A 38,337 shares
    Change vs previous 13F -682 shares

    4.71% of the 13F portfolio, value $26,258,649.

    13F-HR/A 0001904388-26-000002 filed by Wick Capital 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 39,019 shares
    Change vs previous 13F -22,998 shares

    6.23% of the 13F portfolio, value $26,115,240.

    13F-HR 0001904388-25-000008 filed by Wick Capital 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 62,017 shares
    Change vs previous 13F +28,797 shares

    6.71% of the 13F portfolio, value $25,633,393.

    13F-HR 0001904388-25-000006 filed by Wick Capital 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 33,220 shares
    Change vs previous 13F +57 shares

    5.58% of the 13F portfolio, value $18,666,273.

    13F-HR 0001904388-25-000003 filed by Wick Capital 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/A 33,163 shares
    Change vs previous 13F +1,019 shares

    5.76% of the 13F portfolio, value $19,522,353.

    13F-HR/A 0001904388-25-000002 filed by Wick Capital 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 32,144 shares
    Change vs previous 13F not available

    6% of the 13F portfolio, value $18,541,456.

    13F-HR 0001904388-24-000005 filed by Wick Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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