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Disclosery

Old Peak Finance LLC: IVV position timeline

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

Old Peak Finance LLC held 831 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 831 shares
    Change vs previous 13F -86 shares

    0.3% of the 13F portfolio, value $622,050.

    13F-HR 0002080991-26-000004 filed by Old Peak Finance 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 917 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $598,751.

    13F-HR 0002080991-26-000002 filed by Old Peak Finance 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 917 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $627,836.

    13F-HR 0002080991-26-000001 filed by Old Peak Finance LLC
    Filed (acceptance time not in the bulk data set), ingested

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