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C2C Wealth Management, LLC: INVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on INVE, newest first. How the timeline and the estimate are built.

C2C Wealth Management, LLC held 15,000 INVE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,000 shares
    Change vs previous 13F +5,000 shares

    0.03% of the 13F portfolio, value $37,800.

    13F-HR 0001951757-26-000940 filed by C2C 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 10,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $37,000.

    13F-HR 0001951757-26-000648 filed by C2C 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 10,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $38,400.

    13F-HR 0001951757-26-000263 filed by C2C 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 10,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $34,500.

    13F-HR 0001951757-25-001377 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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