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Disclosery

Newport Capital Group, LLC: IVV position timeline

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

Newport Capital Group, LLC held 5,613 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,613 shares
    Change vs previous 13F +267 shares

    2.36% of the 13F portfolio, value $4,203,774.

    13F-HR 0001869032-26-000004 filed by Newport Capital 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 5,346 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $3,492,282.

    13F-HR 0001869032-26-000003 filed by Newport Capital 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 5,346 shares
    Change vs previous 13F 0 shares

    2.24% of the 13F portfolio, value $3,661,922.

    13F-HR/A 0001869032-26-000002 filed by Newport Capital 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 5,346 shares
    Change vs previous 13F 0 shares

    2.25% of the 13F portfolio, value $3,578,305.

    13F-HR 0001869032-25-000003 filed by Newport Capital 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 5,346 shares
    Change vs previous 13F -195 shares

    2.25% of the 13F portfolio, value $3,319,542.

    13F-HR 0001085146-25-005118 filed by Newport Capital 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 5,541 shares
    Change vs previous 13F -52 shares

    2.24% of the 13F portfolio, value $3,113,679.

    13F-HR 0001085146-25-002159 filed by Newport Capital 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 5,593 shares
    Change vs previous 13F -1,281 shares

    2.43% of the 13F portfolio, value $3,292,680.

    13F-HR 0001085146-25-000616 filed by Newport Capital 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 6,874 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $3,965,061.

    13F-HR 0001085146-24-005506 filed by Newport Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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