BUCKINGHAM STRATEGIC WEALTH, LLC: IVLU position timeline

BUCKINGHAM STRATEGIC WEALTH, LLC held 668,393 IVLU shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 668,393 shares

   Change vs previous 13F -13,154 shares

   0.19% of the 13F portfolio, value $18,340,706.

   13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

2. period ended2024-03-31

   13F 681,547 shares

   Change vs previous 13F -7,064 shares

   0.2% of the 13F portfolio, value $19,240,071.

   13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

3. period ended2023-12-31

   13F 688,611 shares

   Change vs previous 13F +72,945 shares

   0.22% of the 13F portfolio, value $18,255,077.

   13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

4. period ended2023-09-30

   13F 615,666 shares

   Change vs previous 13F -25,255 shares

   0.22% of the 13F portfolio, value $15,613,282.

   13F-HR 0001085146-23-004311 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

5. period ended2023-06-30

   13F 640,921 shares

   Change vs previous 13F +54,797 shares

   0.23% of the 13F portfolio, value $16,311,432.

   13F-HR 0001085146-23-003310 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

6. period ended2023-03-31

   13F 586,124 shares

   Change vs previous 13F 0 shares

   0.25% of the 13F portfolio, value $13,580,490.

   13F-HR 0001085146-23-002227 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

7. period ended2022-12-31

   13F 586,124 shares

   Change vs previous 13F +28,298 shares

   0.25% of the 13F portfolio, value $13,580,490.

   13F-HR 0001085146-23-001099 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

8. period ended2022-09-30

   13F 557,826 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $11,017,000.

   13F-HR 0001085146-22-003813 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2022-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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