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Disclosery

Old Port Advisors: IVV position timeline

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

Old Port Advisors held 3,799 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 3,799 shares
    Change vs previous 13F -694 shares

    0.56% of the 13F portfolio, value $2,844,966.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 4,493 shares
    Change vs previous 13F -1,298 shares

    0.68% of the 13F portfolio, value $2,934,867.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 5,791 shares
    Change vs previous 13F -1,886 shares

    0.98% of the 13F portfolio, value $3,966,278.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 7,677 shares
    Change vs previous 13F -8,539 shares

    1.3% of the 13F portfolio, value $5,138,321.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 16,216 shares
    Change vs previous 13F +490 shares

    2.75% of the 13F portfolio, value $10,068,402.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 15,726 shares
    Change vs previous 13F +163 shares

    2.62% of the 13F portfolio, value $8,836,627.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 15,563 shares
    Change vs previous 13F +536 shares

    2.63% of the 13F portfolio, value $9,161,532.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 15,027 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $8,668,023.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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