Lake Point Wealth Management: IVV position timeline

Lake Point Wealth Management held 14,356 IVV shares at 2022-06-30 per its 13F-HR filed 2022-07-19.

the latest 13F is the newest step

1. period ended2022-06-30

   13F 14,356 shares

   Change vs previous 13F -714 shares

   3.09% of the 13F portfolio, value $5,443,000.

   13F-HR 0001437749-22-017316 filed by Lake Point Wealth Management
   Filed 2022-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 15,070 shares

   Change vs previous 13F -711 shares

   3.16% of the 13F portfolio, value $6,837,000.

   13F-HR 0001437749-22-012765 filed by Lake Point Wealth Management
   Filed 2022-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 15,781 shares

   Change vs previous 13F -454 shares

   3.29% of the 13F portfolio, value $7,527,000.

   13F-HR 0001437749-22-004170 filed by Lake Point Wealth Management
   Filed 2022-02-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 16,235 shares

   Change vs previous 13F -2,023 shares

   3.22% of the 13F portfolio, value $6,994,000.

   13F-HR 0001437749-21-024086 filed by Lake Point Wealth Management
   Filed 2021-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2021-06-30

   13F 18,258 shares

   Change vs previous 13F not available

   3.66% of the 13F portfolio, value $7,849,000.

   13F-HR 0001437749-21-018436 filed by Lake Point Wealth Management
   Filed 2021-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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