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Disclosery

TRUST POINT INC.: IVV position timeline

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

TRUST POINT INC. held 13,533 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 13,533 shares
    Change vs previous 13F +521 shares

    0.86% of the 13F portfolio, value $10,134,731.

    13F-HR 0001635633-26-000005 filed by TRUST POINT 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 13,012 shares
    Change vs previous 13F -132 shares

    0.74% of the 13F portfolio, value $8,499,565.

    13F-HR 0001635633-26-000004 filed by TRUST POINT 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 13,144 shares
    Change vs previous 13F +30 shares

    0.71% of the 13F portfolio, value $9,002,854.

    13F-HR 0001635633-26-000001 filed by TRUST POINT 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 13,114 shares
    Change vs previous 13F -2 shares

    0.71% of the 13F portfolio, value $8,777,207.

    13F-HR 0001635633-25-000009 filed by TRUST POINT 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 13,116 shares
    Change vs previous 13F +32 shares

    0.77% of the 13F portfolio, value $8,143,733.

    13F-HR 0001635633-25-000004 filed by TRUST POINT 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 13,084 shares
    Change vs previous 13F -6 shares

    0.67% of the 13F portfolio, value $7,351,908.

    13F-HR 0001635633-25-000003 filed by TRUST POINT 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 13,090 shares
    Change vs previous 13F +90 shares

    0.53% of the 13F portfolio, value $7,705,821.

    13F-HR 0001635633-25-000001 filed by TRUST POINT 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 13,000 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,498,661.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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