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
- period ended2026-06-3013F 14,227 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,439 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,375 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,708 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,057 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,515 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).