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AdvisorShares Investments LLC: IVLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AdvisorShares Investments LLC on IVLU, newest first. How the timeline and the estimate are built.

AdvisorShares Investments LLC held 395,843 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,843 shares
    Change vs previous 13F -9,073 shares

    2% of the 13F portfolio, value $16,554,154.

    13F-HR 0001829126-26-008605 filed by AdvisorShares Investments 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 404,916 shares
    Change vs previous 13F -54,552 shares

    2.93% of the 13F portfolio, value $16,067,067.

    13F-HR 0001829126-26-004035 filed by AdvisorShares Investments 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 459,468 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $17,482,757.

    13F-HR 0001829126-26-001174 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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