Skip to content
Disclosery

Affinity Capital Advisors, LLC: IVLU position timeline

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

Affinity Capital Advisors, LLC held 29,542 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,542 shares
    Change vs previous 13F -60 shares

    0.16% of the 13F portfolio, value $1,265,579.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, 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 29,602 shares
    Change vs previous 13F -157 shares

    0.16% of the 13F portfolio, value $1,174,607.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, 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 29,759 shares
    Change vs previous 13F -104 shares

    0.16% of the 13F portfolio, value $1,132,330.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, 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 29,863 shares
    Change vs previous 13F -1,043 shares

    0.16% of the 13F portfolio, value $1,064,616.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, 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 30,906 shares
    Change vs previous 13F -335 shares

    0.17% of the 13F portfolio, value $1,016,498.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, 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 31,241 shares
    Change vs previous 13F -10,894 shares

    0.18% of the 13F portfolio, value $899,116.

    13F-HR 0001085146-25-002129 filed by Affinity Capital Advisors, 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 42,135 shares
    Change vs previous 13F +8,648 shares

    0.22% of the 13F portfolio, value $1,149,443.

    13F-HR 0001085146-25-000176 filed by Affinity Capital Advisors, LLC
    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 33,487 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $988,871.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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