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Disclosery

Baron Wealth Management LLC: IVLU position timeline

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

Baron Wealth Management LLC held 13,469 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,469 shares
    Change vs previous 13F +207 shares

    0.15% of the 13F portfolio, value $563,267.

    13F-HR 0001968507-26-000006 filed by Baron Wealth Management 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 13,262 shares
    Change vs previous 13F +2,571 shares

    0.16% of the 13F portfolio, value $526,225.

    13F-HR 0001968507-26-000004 filed by Baron Wealth Management 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 10,691 shares
    Change vs previous 13F +1,926 shares

    0.13% of the 13F portfolio, value $406,782.

    13F-HR 0001968507-26-000003 filed by Baron Wealth Management 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 8,765 shares
    Change vs previous 13F +713 shares

    0.1% of the 13F portfolio, value $310,992.

    13F-HR 0001968507-25-000007 filed by Baron Wealth Management 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 8,052 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $264,840.

    13F-HR 0001968507-25-000006 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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