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Strategic Point Investment Advisors, LLC: IVV position timeline

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

Strategic Point Investment Advisors, LLC held 110,810 IVV 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 110,810 shares
    Change vs previous 13F +3,793 shares

    10.81% of the 13F portfolio, value $82,984,611.

    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 107,017 shares
    Change vs previous 13F +1,653 shares

    10.16% of the 13F portfolio, value $69,904,718.

    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 105,364 shares
    Change vs previous 13F +4,348 shares

    9.98% of the 13F portfolio, value $72,167,776.

    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 101,016 shares
    Change vs previous 13F +2,578 shares

    9.71% of the 13F portfolio, value $67,609,724.

    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 98,438 shares
    Change vs previous 13F +922 shares

    9.43% of the 13F portfolio, value $61,119,935.

    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 97,516 shares
    Change vs previous 13F -1,560 shares

    9.13% of the 13F portfolio, value $54,794,042.

    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 99,076 shares
    Change vs previous 13F +2,316 shares

    9.51% of the 13F portfolio, value $58,324,245.

    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 96,760 shares
    Change vs previous 13F not available

    9.21% of the 13F portfolio, value $55,813,345.

    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).