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Disclosery

waypoint wealth counsel: IVV position timeline

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

waypoint wealth counsel held 13,858 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,858 shares
    Change vs previous 13F +223 shares

    6.51% of the 13F portfolio, value $10,377,949.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 13,635 shares
    Change vs previous 13F -297 shares

    4.61% of the 13F portfolio, value $8,906,654.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 13,932 shares
    Change vs previous 13F +69 shares

    3.5% of the 13F portfolio, value $9,542,827.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 13,863 shares
    Change vs previous 13F +99 shares

    3.66% of the 13F portfolio, value $9,278,180.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 13,764 shares
    Change vs previous 13F +216 shares

    4.24% of the 13F portfolio, value $8,545,965.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 13,548 shares
    Change vs previous 13F +16 shares

    4.78% of the 13F portfolio, value $7,612,623.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 13,532 shares
    Change vs previous 13F -305 shares

    5.2% of the 13F portfolio, value $7,965,815.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 13,837 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $7,981,250.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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