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Asempa Wealth Advisors: IVLU position timeline

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

Asempa Wealth Advisors held 21,969 IVLU shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,969 shares
    Change vs previous 13F -70 shares

    0.72% of the 13F portfolio, value $929,069.

    13F-HR 0002099967-26-000004 filed by Asempa Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,039 shares
    Change vs previous 13F -553 shares

    0.7% of the 13F portfolio, value $921,671.

    13F-HR 0002099967-26-000003 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,592 shares
    Change vs previous 13F -3,763 shares

    0.79% of the 13F portfolio, value $911,361.

    13F-HR 0002099967-26-000002 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,355 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,002,808.

    13F-HR 0002099967-26-000001 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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