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HighPoint Advisor Group LLC: IVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighPoint Advisor Group LLC on IVT, newest first. How the timeline and the estimate are built.

HighPoint Advisor Group LLC held 8,596 IVT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,596 shares
    Change vs previous 13F -81 shares

    0.01% of the 13F portfolio, value $304,299.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 8,677 shares
    Change vs previous 13F -31,310 shares

    0.01% of the 13F portfolio, value $264,303.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 39,987 shares
    Change vs previous 13F +2,346 shares

    0.02% of the 13F portfolio, value $1,128,040.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group 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 37,641 shares
    Change vs previous 13F -1,571 shares

    0.05% of the 13F portfolio, value $1,077,297.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group 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 39,212 shares
    Change vs previous 13F -1,269 shares

    0.06% of the 13F portfolio, value $1,074,422.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group 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 40,481 shares
    Change vs previous 13F -329 shares

    0.07% of the 13F portfolio, value $1,131,458.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group 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 40,810 shares
    Change vs previous 13F -1,731 shares

    0.07% of the 13F portfolio, value $1,230,821.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group 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 42,541 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,256,650.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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