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Ariadne Wealth Management, LP: IVLU position timeline

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

Ariadne Wealth Management, LP held 9,810 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,810 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $410,254.

    13F-HR 0002034793-26-000003 filed by Ariadne Wealth Management, LP
    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 9,810 shares
    Change vs previous 13F -1,100 shares

    0.17% of the 13F portfolio, value $389,261.

    13F-HR 0002034793-26-000002 filed by Ariadne Wealth Management, LP
    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 10,910 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $464,111.

    13F-HR 0002034793-26-000001 filed by Ariadne Wealth Management, LP
    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 10,910 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $403,779.

    13F-HR 0002034793-25-000011 filed by Ariadne Wealth Management, LP
    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 10,910 shares
    Change vs previous 13F -100 shares

    0.18% of the 13F portfolio, value $381,086.

    13F-HR 0002034793-25-000005 filed by Ariadne Wealth Management, LP
    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 11,010 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $348,356.

    13F-HR 0002034793-25-000002 filed by Ariadne Wealth Management, LP
    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 11,010 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $315,657.

    13F-HR 0002034793-25-000001 filed by Ariadne Wealth Management, LP
    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 11,010 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $316,207.

    13F-HR 0002034793-24-000003 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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