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Trivium Point Advisory, LLC: IVV position timeline

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

Trivium Point Advisory, LLC held 4,985 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 4,985 shares
    Change vs previous 13F +1,343 shares

    0.34% of the 13F portfolio, value $3,732,889.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 3,642 shares
    Change vs previous 13F -1,437 shares

    0.43% of the 13F portfolio, value $2,378,991.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 5,079 shares
    Change vs previous 13F -21 shares

    0.35% of the 13F portfolio, value $3,478,476.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 5,100 shares
    Change vs previous 13F -3,479 shares

    0.35% of the 13F portfolio, value $3,413,750.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 8,579 shares
    Change vs previous 13F +1,870 shares

    0.58% of the 13F portfolio, value $5,326,981.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 6,709 shares
    Change vs previous 13F -1,100 shares

    0.47% of the 13F portfolio, value $3,769,527.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 7,809 shares
    Change vs previous 13F +3,225 shares

    0.58% of the 13F portfolio, value $4,596,821.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, 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 4,584 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,751,531.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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