Altrius Capital Management Inc: IVLU position timeline

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

Altrius Capital Management Inc held 26,676 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 26,676 shares
Change vs previous 13F -147 shares
0.21% of the 13F portfolio, value $1,115,590.
13F-HR 0001940646-26-000007 filed by Altrius Capital Management Inc
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 26,823 shares
Change vs previous 13F +2,450 shares
0.21% of the 13F portfolio, value $1,064,336.
13F-HR 0001940646-26-000004 filed by Altrius Capital Management Inc
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 24,373 shares
Change vs previous 13F +2,177 shares
0.2% of the 13F portfolio, value $927,392.
13F-HR 0001940646-26-000001 filed by Altrius Capital Management Inc
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 22,196 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $787,514.
13F-HR 0001940646-25-000010 filed by Altrius Capital Management Inc
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).