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Disclosery

Rock Point Advisors, LLC: IVV position timeline

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

Rock Point Advisors, LLC held 1,936 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 1,936 shares
    Change vs previous 13F -70 shares

    0.35% of the 13F portfolio, value $1,449,851.

    13F-HR 0001301540-26-000004 filed by Rock Point Advisors, 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 2,006 shares
    Change vs previous 13F +41 shares

    0.35% of the 13F portfolio, value $1,310,339.

    13F-HR 0001301540-26-000002 filed by Rock Point Advisors, 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 1,965 shares
    Change vs previous 13F +196 shares

    0.34% of the 13F portfolio, value $1,345,907.

    13F-HR 0001301540-26-000001 filed by Rock Point Advisors, 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 1,769 shares
    Change vs previous 13F +28 shares

    0.31% of the 13F portfolio, value $1,183,992.

    13F-HR 0001301540-25-000009 filed by Rock Point Advisors, 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 1,741 shares
    Change vs previous 13F +307 shares

    0.3% of the 13F portfolio, value $1,080,987.

    13F-HR 0001301540-25-000005 filed by Rock Point Advisors, 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 1,434 shares
    Change vs previous 13F +264 shares

    0.25% of the 13F portfolio, value $805,765.

    13F-HR 0001301540-25-000003 filed by Rock Point Advisors, 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 1,170 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $688,756.

    13F-HR 0001301540-25-000001 filed by Rock Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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