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Disclosery

Truepoint, Inc.: IVV position timeline

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

Truepoint, Inc. held 671,007 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 671,007 shares
    Change vs previous 13F -24,824 shares

    10.49% of the 13F portfolio, value $502,510,701.

    13F-HR 0001765380-26-000257 filed by Truepoint, Inc.
    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 695,831 shares
    Change vs previous 13F +13,482 shares

    10.14% of the 13F portfolio, value $454,523,892.

    13F-HR 0001765380-26-000192 filed by Truepoint, Inc.
    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 682,349 shares
    Change vs previous 13F +17,985 shares

    10.52% of the 13F portfolio, value $467,368,221.

    13F-HR 0001765380-26-000107 filed by Truepoint, Inc.
    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 664,364 shares
    Change vs previous 13F +15,997 shares

    10.34% of the 13F portfolio, value $444,658,556.

    13F-HR 0001765380-25-000491 filed by Truepoint, Inc.
    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 648,367 shares
    Change vs previous 13F +21,466 shares

    10.02% of the 13F portfolio, value $402,570,971.

    13F-HR 0001765380-25-000316 filed by Truepoint, Inc.
    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 626,901 shares
    Change vs previous 13F +18,206 shares

    9.55% of the 13F portfolio, value $352,255,889.

    13F-HR 0001765380-25-000212 filed by Truepoint, Inc.
    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 608,695 shares
    Change vs previous 13F -623 shares

    9.59% of the 13F portfolio, value $358,326,402.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    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 609,318 shares
    Change vs previous 13F not available

    9.44% of the 13F portfolio, value $351,466,610.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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