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Disclosery

Keel Point, LLC: IVV position timeline

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

Keel Point, LLC held 14,325 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 14,325 shares
    Change vs previous 13F -543 shares

    0.63% of the 13F portfolio, value $10,727,627.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 14,868 shares
    Change vs previous 13F +5,323 shares

    0.65% of the 13F portfolio, value $9,712,235.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 9,545 shares
    Change vs previous 13F +1,749 shares

    0.39% of the 13F portfolio, value $6,537,734.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 7,796 shares
    Change vs previous 13F +951 shares

    0.32% of the 13F portfolio, value $5,217,531.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 6,845 shares
    Change vs previous 13F +58 shares

    0.28% of the 13F portfolio, value $4,250,128.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 6,787 shares
    Change vs previous 13F -99 shares

    0.3% of the 13F portfolio, value $3,813,447.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 6,886 shares
    Change vs previous 13F +2,144 shares

    0.32% of the 13F portfolio, value $4,053,824.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 4,742 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,735,179.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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