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Aurelius Family Office LLC: ISVL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aurelius Family Office LLC on ISVL, newest first. How the timeline and the estimate are built.

Aurelius Family Office LLC held 13,554 ISVL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,554 shares
    Change vs previous 13F +5,562 shares

    0.27% of the 13F portfolio, value $682,444.

    13F-HR 0002053738-26-000003 filed by Aurelius Family Office 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 7,992 shares
    Change vs previous 13F -40 shares

    0.17% of the 13F portfolio, value $384,511.

    13F-HR 0002053738-26-000002 filed by Aurelius Family Office 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 8,032 shares
    Change vs previous 13F -275 shares

    0.17% of the 13F portfolio, value $388,508.

    13F-HR 0002053738-26-000001 filed by Aurelius Family Office 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 8,307 shares
    Change vs previous 13F -519 shares

    0.17% of the 13F portfolio, value $375,892.

    13F-HR 0002053738-25-000004 filed by Aurelius Family Office 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 8,826 shares
    Change vs previous 13F +380 shares

    0.18% of the 13F portfolio, value $370,885.

    13F-HR 0001085146-25-003618 filed by Aurelius Family Office 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 8,446 shares
    Change vs previous 13F -225 shares

    0.16% of the 13F portfolio, value $313,218.

    13F-HR 0001085146-25-002454 filed by Aurelius Family Office 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 8,671 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $297,369.

    13F-HR 0001085146-25-000547 filed by Aurelius Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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