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Running Point Capital Advisors, LLC: IVV position timeline

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

Running Point Capital Advisors, LLC held 9,424 IVV shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 9,424 shares
    Change vs previous 13F +5,313 shares

    1.76% of the 13F portfolio, value $6,455,212.

    13F-HR 0001398344-26-003250 filed by Running Point Capital 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 ended2025-09-30
    13F 4,111 shares
    Change vs previous 13F +762 shares

    0.74% of the 13F portfolio, value $2,751,824.

    13F-HR 0001398344-25-019878 filed by Running Point Capital 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 ended2025-06-30
    13F 3,349 shares
    Change vs previous 13F +1,515 shares

    0.57% of the 13F portfolio, value $2,079,389.

    13F-HR 0001398344-25-015005 filed by Running Point Capital 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 ended2025-03-31
    13F 1,834 shares
    Change vs previous 13F +1,379 shares

    0.33% of the 13F portfolio, value $1,030,731.

    13F-HR 0001398344-25-009551 filed by Running Point Capital 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 ended2024-12-31
    13F 455 shares
    Change vs previous 13F +68 shares

    0.09% of the 13F portfolio, value $267,849.

    13F-HR 0001398344-25-002420 filed by Running Point Capital 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 ended2024-09-30
    13F 387 shares
    Change vs previous 13F -96 shares

    0.09% of the 13F portfolio, value $223,229.

    13F-HR 0001398344-24-020400 filed by Running Point Capital 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 ended2024-06-30
    13F 483 shares
    Change vs previous 13F +102 shares

    0.11% of the 13F portfolio, value $264,312.

    13F-HR 0001398344-24-014498 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 381 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $200,303.

    13F-HR 0001398344-24-009672 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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