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Disclosery

WT Wealth Management: IVV position timeline

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

WT Wealth Management held 1,458 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,458 shares
    Change vs previous 13F -7 shares

    0.3% of the 13F portfolio, value $1,091,882.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 1,465 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $956,953.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 1,465 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,003,437.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 1,465 shares
    Change vs previous 13F -3 shares

    0.28% of the 13F portfolio, value $980,525.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 1,468 shares
    Change vs previous 13F -65 shares

    0.27% of the 13F portfolio, value $911,481.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 1,533 shares
    Change vs previous 13F +63 shares

    0.28% of the 13F portfolio, value $861,393.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 1,470 shares
    Change vs previous 13F -8 shares

    0.27% of the 13F portfolio, value $865,360.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 1,478 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $868,266.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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