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Strategic Point Investment Advisors, LLC: IVE position timeline

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

Strategic Point Investment Advisors, LLC held 249,869 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,869 shares
    Change vs previous 13F +4,842 shares

    7.39% of the 13F portfolio, value $56,735,217.

    13F-HR 0001295044-26-000009 filed by Strategic Point Investment 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 245,027 shares
    Change vs previous 13F +3,286 shares

    7.52% of the 13F portfolio, value $51,737,445.

    13F-HR 0001295044-26-000005 filed by Strategic Point Investment 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 241,741 shares
    Change vs previous 13F +3,784 shares

    7.09% of the 13F portfolio, value $51,266,118.

    13F-HR 0001295044-26-000002 filed by Strategic Point Investment 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 237,957 shares
    Change vs previous 13F +3,811 shares

    7.06% of the 13F portfolio, value $49,140,554.

    13F-HR 0001295044-25-000010 filed by Strategic Point Investment 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 234,146 shares
    Change vs previous 13F +1,952 shares

    7.06% of the 13F portfolio, value $45,756,843.

    13F-HR 0001295044-25-000008 filed by Strategic Point Investment 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 232,194 shares
    Change vs previous 13F -3,109 shares

    7.37% of the 13F portfolio, value $44,251,468.

    13F-HR 0001295044-25-000005 filed by Strategic Point Investment 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 235,303 shares
    Change vs previous 13F +2,896 shares

    7.32% of the 13F portfolio, value $44,914,604.

    13F-HR 0001295044-25-000002 filed by Strategic Point Investment 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 ended2024-09-30
    13F 232,407 shares
    Change vs previous 13F not available

    7.56% of the 13F portfolio, value $45,823,735.

    13F-HR 0001295044-24-000012 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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