Shorepath Capital Management LLC: IVV position timeline

Shorepath Capital Management LLC held 10,216 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 10,216 shares

   Change vs previous 13F +2,079 shares

   5.23% of the 13F portfolio, value $6,343,114.

   13F-HR 0001376474-25-000694 filed by Shorepath Capital Management LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 8,137 shares

   Change vs previous 13F 0 shares

   3.45% of the 13F portfolio, value $4,572,180.

   13F-HR 0001376474-25-000337 filed by Shorepath Capital Management LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 8,137 shares

   Change vs previous 13F -104 shares

   3.43% of the 13F portfolio, value $4,790,089.

   13F-HR 0001376474-25-000066 filed by Shorepath Capital Management LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 8,241 shares

   Change vs previous 13F -13 shares

   3.48% of the 13F portfolio, value $4,753,574.

   13F-HR 0001376474-24-000679 filed by Shorepath Capital Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 8,254 shares

   Change vs previous 13F 0 shares

   3.48% of the 13F portfolio, value $4,516,836.

   13F-HR 0001376474-24-000441 filed by Shorepath Capital Management LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 8,254 shares

   Change vs previous 13F -92 shares

   3.43% of the 13F portfolio, value $4,339,375.

   13F-HR 0000909012-24-000045 filed by Shorepath Capital Management LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 8,346 shares

   Change vs previous 13F not available

   3.54% of the 13F portfolio, value $3,986,300.

   13F-HR 0000909012-24-000043 filed by Shorepath Capital Management LLC
   Filed 2024-03-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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