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WPG Advisers, LLC: IVV position timeline

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

WPG Advisers, LLC held 14,227 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,227 shares
    Change vs previous 13F +788 shares

    6.26% of the 13F portfolio, value $10,654,571.

    13F-HR 0002067343-26-000003 filed by WPG Advisers, 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 13,439 shares
    Change vs previous 13F +1,064 shares

    6.47% of the 13F portfolio, value $8,778,539.

    13F-HR 0002067343-26-000002 filed by WPG Advisers, 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 12,375 shares
    Change vs previous 13F +2,667 shares

    6.29% of the 13F portfolio, value $8,476,133.

    13F-HR 0002067343-26-000001 filed by WPG Advisers, 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 9,708 shares
    Change vs previous 13F +651 shares

    5.04% of the 13F portfolio, value $6,497,564.

    13F-HR 0002067343-25-000004 filed by WPG Advisers, 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 9,057 shares
    Change vs previous 13F +1,542 shares

    4.74% of the 13F portfolio, value $5,623,491.

    13F-HR 0002067343-25-000003 filed by WPG Advisers, 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 7,515 shares
    Change vs previous 13F +3,276 shares

    3.94% of the 13F portfolio, value $4,222,679.

    13F-HR 0002067343-25-000002 filed by WPG Advisers, 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 4,239 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,495,415.

    13F-HR 0002067343-25-000001 filed by WPG Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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