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Centerpoint Advisory Group: IVV position timeline

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

Centerpoint Advisory Group held 1,793 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,793 shares
    Change vs previous 13F -92 shares

    0.85% of the 13F portfolio, value $1,342,823.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    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 1,885 shares
    Change vs previous 13F +75 shares

    0.93% of the 13F portfolio, value $1,231,209.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    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 1,810 shares
    Change vs previous 13F +327 shares

    0.95% of the 13F portfolio, value $1,239,495.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    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 1,483 shares
    Change vs previous 13F +30 shares

    0.77% of the 13F portfolio, value $992,807.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    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 1,453 shares
    Change vs previous 13F +89 shares

    0.78% of the 13F portfolio, value $902,240.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    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 1,364 shares
    Change vs previous 13F +104 shares

    0.75% of the 13F portfolio, value $766,358.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    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 1,260 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $741,513.

    13F-HR 0001667731-25-000186 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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