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Riverpoint Wealth Management Holdings, LLC: IVV position timeline

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

Riverpoint Wealth Management Holdings, LLC held 39,545 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,545 shares
    Change vs previous 13F -834 shares

    5.44% of the 13F portfolio, value $29,614,494.

    13F-HR 0001682733-26-000004 filed by Riverpoint Wealth Management Holdings, 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 40,379 shares
    Change vs previous 13F +634 shares

    5.61% of the 13F portfolio, value $26,376,027.

    13F-HR 0001682733-26-000002 filed by Riverpoint Wealth Management Holdings, 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 39,745 shares
    Change vs previous 13F -869 shares

    5.85% of the 13F portfolio, value $27,222,874.

    13F-HR 0001682733-26-000001 filed by Riverpoint Wealth Management Holdings, 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 40,614 shares
    Change vs previous 13F +326 shares

    5.97% of the 13F portfolio, value $27,183,066.

    13F-HR 0001682733-25-000003 filed by Riverpoint Wealth Management Holdings, 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 40,288 shares
    Change vs previous 13F +108 shares

    5.88% of the 13F portfolio, value $25,014,932.

    13F-HR 0001085146-25-004176 filed by Riverpoint Wealth Management Holdings, 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 40,180 shares
    Change vs previous 13F +562 shares

    5.83% of the 13F portfolio, value $22,577,076.

    13F-HR 0001085146-25-002621 filed by Riverpoint Wealth Management Holdings, 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 39,618 shares
    Change vs previous 13F -346 shares

    6.08% of the 13F portfolio, value $23,322,555.

    13F-HR 0001085146-25-000790 filed by Riverpoint Wealth Management Holdings, 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 39,964 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $23,051,745.

    13F-HR 0001085146-24-005354 filed by Riverpoint Wealth Management Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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