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Disclosery

NovaPoint Capital, LLC: IVV position timeline

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

NovaPoint Capital, LLC held 10,012 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,012 shares
    Change vs previous 13F -287 shares

    1.56% of the 13F portfolio, value $7,497,924.

    13F-HR 0001815025-26-000003 filed by NovaPoint Capital, 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 10,299 shares
    Change vs previous 13F +328 shares

    1.69% of the 13F portfolio, value $6,727,442.

    13F-HR 0001815025-26-000002 filed by NovaPoint Capital, 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 9,971 shares
    Change vs previous 13F -76 shares

    1.76% of the 13F portfolio, value $6,829,570.

    13F-HR 0001815025-26-000001 filed by NovaPoint Capital, 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 10,047 shares
    Change vs previous 13F +486 shares

    1.65% of the 13F portfolio, value $6,724,490.

    13F-HR 0001815025-25-000006 filed by NovaPoint Capital, 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 9,561 shares
    Change vs previous 13F +3,603 shares

    1.82% of the 13F portfolio, value $5,936,455.

    13F-HR 0001815025-25-000004 filed by NovaPoint Capital, 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 5,958 shares
    Change vs previous 13F -6,045 shares

    1.03% of the 13F portfolio, value $3,347,907.

    13F-HR 0001815025-25-000003 filed by NovaPoint Capital, 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 12,003 shares
    Change vs previous 13F -182 shares

    2.16% of the 13F portfolio, value $7,065,646.

    13F-HR 0001815025-25-000001 filed by NovaPoint Capital, 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 12,185 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $7,028,277.

    13F-HR 0001815025-24-000005 filed by NovaPoint Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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