Shorepath Capital Management LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Shorepath Capital Management LLC opened 0 positions, added to 1, reduced 0, sold out of 0 and left 3 unchanged. The largest increase in value was IVV (+$1,770,934); the largest decrease was BND (+$1,849).
- IVV: Country of operation —; Class Common; Shares 2025-03-31 8,137; Shares 2025-06-30 10,216.
Two Form 13F-HR filings compared (SEC CIK 2012685): 2025-03-31 (filed 2025-04-14) and 2025-06-30 (filed 2025-08-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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