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Wiser Wealth Management, Inc: IVV position timeline

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

Wiser Wealth Management, Inc held 26,722 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,722 shares
    Change vs previous 13F -287 shares

    3.83% of the 13F portfolio, value $20,011,523.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, Inc
    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 27,009 shares
    Change vs previous 13F +224 shares

    3.8% of the 13F portfolio, value $17,642,816.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, Inc
    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 26,785 shares
    Change vs previous 13F -2,168 shares

    4.08% of the 13F portfolio, value $18,345,878.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, Inc
    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 28,953 shares
    Change vs previous 13F -1,731 shares

    4.43% of the 13F portfolio, value $19,378,026.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, Inc
    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 30,684 shares
    Change vs previous 13F -589 shares

    4.77% of the 13F portfolio, value $19,051,635.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, Inc
    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 31,273 shares
    Change vs previous 13F +2,563 shares

    4.93% of the 13F portfolio, value $17,572,357.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, Inc
    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 28,710 shares
    Change vs previous 13F +2 shares

    4.74% of the 13F portfolio, value $16,901,063.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, Inc
    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 28,708 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $16,559,616.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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