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Ridgepath Capital Management LLC: IVV position timeline

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

Ridgepath Capital Management LLC held 5,657 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,657 shares
    Change vs previous 13F +13 shares

    1.87% of the 13F portfolio, value $4,236,213.

    13F-HR 0002085853-26-001060 filed by Ridgepath Capital Management 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 5,644 shares
    Change vs previous 13F +308 shares

    1.83% of the 13F portfolio, value $3,686,752.

    13F-HR 0002085853-26-000573 filed by Ridgepath Capital Management 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 5,336 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $3,571,590.

    13F-HR 0002085853-26-000193 filed by Ridgepath Capital Management 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 5,336 shares
    Change vs previous 13F +117 shares

    1.52% of the 13F portfolio, value $3,571,590.

    13F-HR 0002085853-25-000052 filed by Ridgepath Capital Management 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 5,219 shares
    Change vs previous 13F +2 shares

    1.49% of the 13F portfolio, value $3,240,178.

    13F-HR 0002085853-25-000046 filed by Ridgepath Capital Management 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 5,217 shares
    Change vs previous 13F -4 shares

    1.41% of the 13F portfolio, value $2,931,244.

    13F-HR 0001667731-25-000681 filed by Ridgepath Capital Management 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 5,221 shares
    Change vs previous 13F -2,722 shares

    1.42% of the 13F portfolio, value $3,073,404.

    13F-HR 0001667731-25-000099 filed by Ridgepath Capital Management 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 7,943 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $4,581,506.

    13F-HR 0001943071-24-000004 filed by Ridgepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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