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Ascentis Wealth Management, LLC: IVV position timeline

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

Ascentis Wealth Management, LLC held 6,573 IVV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,573 shares
    Change vs previous 13F -18,054 shares

    0.7% of the 13F portfolio, value $4,937,930.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,972 shares
    • Ascentis Wealth Management, LLC: 1,601 shares

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

  2. period ended2026-03-31
    13F 24,627 shares
    Change vs previous 13F +13,567 shares

    0.88% of the 13F portfolio, value $16,088,846.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 23,105 shares
    • Ascentis Wealth Management, LLC: 1,522 shares

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

  3. period ended2025-12-31
    13F 11,060 shares
    Change vs previous 13F +1,188 shares

    0.72% of the 13F portfolio, value $7,577,779.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,668 shares
    • Ascentis Wealth Management, LLC: 1,392 shares

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

  4. period ended2025-09-30
    13F 9,872 shares
    Change vs previous 13F +1,051 shares

    0.62% of the 13F portfolio, value $6,609,541.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,414 shares
    • Ascentis Wealth Management, LLC: 1,458 shares

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

  5. period ended2025-06-30
    13F 8,821 shares
    Change vs previous 13F +2,262 shares

    0.57% of the 13F portfolio, value $5,478,273.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,359 shares
    • Ascentis Wealth Management, LLC: 1,462 shares

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

  6. period ended2025-03-31
    13F 6,559 shares
    Change vs previous 13F +1,606 shares

    0.44% of the 13F portfolio, value $3,690,011.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,063 shares
    • Ascentis Wealth Management, LLC: 1,496 shares

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

  7. period ended2024-12-31
    13F 4,953 shares
    Change vs previous 13F -2,003 shares

    0.56% of the 13F portfolio, value $2,915,598.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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/A 6,956 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,012,262.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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