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Disclosery

BridgePort Financial Solutions, LLC: IVV position timeline

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

BridgePort Financial Solutions, LLC held 47,849 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,849 shares
    Change vs previous 13F +1,048 shares

    9.12% of the 13F portfolio, value $35,833,659.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 46,801 shares
    Change vs previous 13F +1,194 shares

    8.67% of the 13F portfolio, value $30,570,922.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 45,607 shares
    Change vs previous 13F -3,879 shares

    8.39% of the 13F portfolio, value $31,238,113.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 49,486 shares
    Change vs previous 13F -1,443 shares

    8.9% of the 13F portfolio, value $33,120,670.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 50,929 shares
    Change vs previous 13F -1,920 shares

    10.51% of the 13F portfolio, value $31,621,975.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 52,849 shares
    Change vs previous 13F +915 shares

    13.39% of the 13F portfolio, value $29,696,051.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 51,934 shares
    Change vs previous 13F not available

    13.82% of the 13F portfolio, value $30,525,504.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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