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Disclosery

Fort Point Capital Partners LLC: IVV position timeline

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

Fort Point Capital Partners LLC held 33,654 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,654 shares
    Change vs previous 13F +3,141 shares

    2.69% of the 13F portfolio, value $25,203,452.

    13F-HR 0001589282-26-000006 filed by Fort Point Capital Partners 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 30,513 shares
    Change vs previous 13F +5,132 shares

    2.61% of the 13F portfolio, value $19,931,624.

    13F-HR 0001589282-26-000004 filed by Fort Point Capital Partners 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 25,381 shares
    Change vs previous 13F +1,097 shares

    2.14% of the 13F portfolio, value $17,648,078.

    13F-HR 0001589282-26-000002 filed by Fort Point Capital Partners 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 24,284 shares
    Change vs previous 13F -25,922 shares

    2.06% of the 13F portfolio, value $16,253,202.

    13F-HR 0001589282-25-000005 filed by Fort Point Capital Partners 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 50,206 shares
    Change vs previous 13F +1,773 shares

    3.12% of the 13F portfolio, value $31,172,753.

    13F-HR 0001879202-25-000030 filed by Fort Point Capital Partners 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 48,433 shares
    Change vs previous 13F -1,355 shares

    3.04% of the 13F portfolio, value $27,214,723.

    13F-HR 0001879202-25-000016 filed by Fort Point Capital Partners 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 49,788 shares
    Change vs previous 13F +2,984 shares

    3.28% of the 13F portfolio, value $29,309,341.

    13F-HR 0001879202-25-000002 filed by Fort Point Capital Partners 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 46,804 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $26,997,573.

    13F-HR 0001879202-24-000058 filed by Fort Point Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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