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LiftPoint Family Wealth Advisors LLC: IVV position timeline

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

LiftPoint Family Wealth Advisors LLC held 36,952 IVV 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 36,952 shares
    Change vs previous 13F +10,539 shares

    18.75% of the 13F portfolio, value $27,673,209.

    13F-HR 0002110810-26-000003 filed by LiftPoint Family Wealth 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 26,413 shares
    Change vs previous 13F +4,001 shares

    14.29% of the 13F portfolio, value $17,253,489.

    13F-HR 0002110810-26-000002 filed by LiftPoint Family Wealth 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 22,412 shares
    Change vs previous 13F not available

    13.1% of the 13F portfolio, value $15,350,875.

    13F-HR 0002110810-26-000001 filed by LiftPoint Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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