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Disclosery

Counterpoint Mutual Funds LLC: IVV position timeline

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

Counterpoint Mutual Funds LLC held 205,717 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,717 shares
    Change vs previous 13F +205,717 shares

    15.24% of the 13F portfolio, value $154,059,404.

    13F-HR 0001172661-26-002705 filed by Counterpoint Mutual Funds 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 0 shares
    Change vs previous 13F -84,341 shares

    13F-HR 0001172661-26-001540 filed by Counterpoint Mutual Funds LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 84,341 shares
    Change vs previous 13F 0 shares

    4.28% of the 13F portfolio, value $57,768,525.

    13F-HR 0001172661-26-000667 filed by Counterpoint Mutual Funds 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 84,341 shares
    Change vs previous 13F 0 shares

    4.46% of the 13F portfolio, value $56,449,431.

    13F-HR 0001172661-25-004681 filed by Counterpoint Mutual Funds 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 84,341 shares
    Change vs previous 13F +84,341 shares

    4.63% of the 13F portfolio, value $52,367,327.

    13F-HR 0001172661-25-002581 filed by Counterpoint Mutual Funds 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 0 shares
    Change vs previous 13F -141,851 shares

    13F-HR 0001172661-26-000678 filed by Counterpoint Mutual Funds LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 141,851 shares
    Change vs previous 13F not available

    10.42% of the 13F portfolio, value $83,504,847.

    13F-HR 0001172661-25-000634 filed by Counterpoint Mutual Funds LLC
    Filed (acceptance time not in the bulk data set), ingested

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