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ELEMENT POINTE ADVISORS, LLC: IVV position timeline

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

ELEMENT POINTE ADVISORS, LLC held 313,184 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,184 shares
    Change vs previous 13F +8,251 shares

    37.76% of the 13F portfolio, value $234,540,607.

    13F-HR 0001764059-26-000007 filed by ELEMENT POINTE ADVISORS, 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 304,933 shares
    Change vs previous 13F +9,605 shares

    37.58% of the 13F portfolio, value $199,185,496.

    13F-HR 0001764059-26-000003 filed by ELEMENT POINTE ADVISORS, 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 295,328 shares
    Change vs previous 13F +36,112 shares

    39.1% of the 13F portfolio, value $202,282,181.

    13F-HR 0001764059-26-000001 filed by ELEMENT POINTE ADVISORS, 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 259,216 shares
    Change vs previous 13F +1,063 shares

    36.97% of the 13F portfolio, value $173,493,485.

    13F-HR 0001764059-25-000003 filed by ELEMENT POINTE ADVISORS, 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 258,153 shares
    Change vs previous 13F -21,324 shares

    38.78% of the 13F portfolio, value $160,287,164.

    13F-HR 0001085146-25-005360 filed by ELEMENT POINTE ADVISORS, 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 279,477 shares
    Change vs previous 13F -1,603 shares

    38.18% of the 13F portfolio, value $157,038,376.

    13F-HR 0001085146-25-002874 filed by ELEMENT POINTE ADVISORS, 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 281,080 shares
    Change vs previous 13F +6,578 shares

    38.93% of the 13F portfolio, value $165,466,436.

    13F-HR 0001085146-25-001490 filed by ELEMENT POINTE ADVISORS, LLC
    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 274,502 shares
    Change vs previous 13F not available

    38.52% of the 13F portfolio, value $158,338,500.

    13F-HR 0001085146-24-005696 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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