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Ballew Advisors, Inc: IVOL position timeline

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

Ballew Advisors, Inc held 85,993 IVOL shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 85,993 shares
    Change vs previous 13F -65,188 shares

    0.73% of the 13F portfolio, value $1,462,746.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 151,181 shares
    Change vs previous 13F +3,749 shares

    1.36% of the 13F portfolio, value $2,626,764.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    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 147,432 shares
    Change vs previous 13F +4,753 shares

    1.54% of the 13F portfolio, value $2,733,387.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    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 142,679 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,705,191.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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