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Aptus Capital Advisors, LLC: IVLU position timeline

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

Aptus Capital Advisors, LLC held 223,625 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,625 shares
    Change vs previous 13F +15,761 shares

    0.07% of the 13F portfolio, value $9,351,998.

    13F-HR 0001398344-26-014189 filed by Aptus 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 207,864 shares
    Change vs previous 13F -4,945 shares

    0.07% of the 13F portfolio, value $8,248,044.

    13F-HR 0001398344-26-008931 filed by Aptus 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 212,809 shares
    Change vs previous 13F +12,971 shares

    0.07% of the 13F portfolio, value $8,097,382.

    13F-HR 0001398344-26-003004 filed by Aptus 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 199,838 shares
    Change vs previous 13F +5,844 shares

    0.06% of the 13F portfolio, value $7,090,252.

    13F-HR 0001398344-25-020792 filed by Aptus 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 193,994 shares
    Change vs previous 13F +2,753 shares

    0.06% of the 13F portfolio, value $6,380,450.

    13F-HR 0001398344-25-014888 filed by Aptus 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 191,241 shares
    Change vs previous 13F -9,178 shares

    0.07% of the 13F portfolio, value $5,796,515.

    13F-HR 0001398344-25-009294 filed by Aptus 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 200,419 shares
    Change vs previous 13F -4,055 shares

    0.06% of the 13F portfolio, value $5,433,359.

    13F-HR 0001398344-25-002922 filed by Aptus 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 204,474 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,038,117.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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