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Disclosery

Vantage Point Financial LLC: IVW position timeline

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

Vantage Point Financial LLC held 17,132 IVW 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 17,132 shares
    Change vs previous 13F +1,488 shares

    0.72% of the 13F portfolio, value $2,356,164.

    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 15,644 shares
    Change vs previous 13F +3,745 shares

    0.62% of the 13F portfolio, value $1,769,549.

    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 11,899 shares
    Change vs previous 13F +6,958 shares

    0.52% of the 13F portfolio, value $1,466,692.

    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 4,941 shares
    Change vs previous 13F +607 shares

    0.23% of the 13F portfolio, value $596,450.

    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 4,334 shares
    Change vs previous 13F +1,390 shares

    0.21% of the 13F portfolio, value $477,173.

    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 2,944 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $273,318.

    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).