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Disclosery

BENNINGFIELD FINANCIAL ADVISORS, LLC: IVLU position timeline

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

BENNINGFIELD FINANCIAL ADVISORS, LLC held 8,132 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,132 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $340,095.

    13F-HR 0002053653-26-000005 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 8,132 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $322,692.

    13F-HR 0002053653-26-000003 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 8,132 shares
    Change vs previous 13F -289 shares

    0.24% of the 13F portfolio, value $309,436.

    13F-HR 0002053653-26-000001 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 8,421 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $298,790.

    13F-HR 0002053653-25-000002 filed by BENNINGFIELD FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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