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Disclosery

Vantage Point Financial LLC: IVE position timeline

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

Vantage Point Financial LLC held 14,369 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,369 shares
    Change vs previous 13F +559 shares

    1% of the 13F portfolio, value $3,262,723.

    13F-HR 0001986152-26-000158 filed by Vantage Point Financial 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 13,810 shares
    Change vs previous 13F -2,921 shares

    1.02% of the 13F portfolio, value $2,915,887.

    13F-HR 0001986152-26-000059 filed by Vantage Point Financial 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 16,731 shares
    Change vs previous 13F +8,416 shares

    1.27% of the 13F portfolio, value $3,548,242.

    13F-HR 0001986152-26-000002 filed by Vantage Point Financial 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 8,315 shares
    Change vs previous 13F +876 shares

    0.67% of the 13F portfolio, value $1,717,142.

    13F-HR 0002048892-25-000003 filed by Vantage Point Financial 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 7,439 shares
    Change vs previous 13F +1,128 shares

    0.64% of the 13F portfolio, value $1,453,827.

    13F-HR 0002048892-25-000001 filed by Vantage Point Financial 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 6,311 shares
    Change vs previous 13F +1,424 shares

    0.61% of the 13F portfolio, value $1,202,842.

    13F-HR 0001986152-25-000030 filed by Vantage Point Financial 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 4,887 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $932,805.

    13F-HR 0001986152-25-000008 filed by Vantage Point Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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