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Disclosery

Balance Wealth Partners LLC: IVLU position timeline

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

Balance Wealth Partners LLC held 76,553 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,553 shares
    Change vs previous 13F +12 shares

    0.85% of the 13F portfolio, value $3,201,453.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 76,541 shares
    Change vs previous 13F +1,503 shares

    0.94% of the 13F portfolio, value $3,037,179.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 75,038 shares
    Change vs previous 13F +3,791 shares

    0.92% of the 13F portfolio, value $2,855,212.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 71,247 shares
    Change vs previous 13F -1,146 shares

    0.62% of the 13F portfolio, value $2,527,831.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 72,393 shares
    Change vs previous 13F +783 shares

    1.39% of the 13F portfolio, value $2,381,004.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 71,610 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,170,495.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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