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CAPTRUST FINANCIAL ADVISORS: IVLU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 43,752 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,752 shares
    Change vs previous 13F +4,347 shares

    <0.01% of the 13F portfolio, value $1,829,711.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 39,405 shares
    Change vs previous 13F +2,292 shares

    <0.01% of the 13F portfolio, value $1,562,118.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,113 shares
    Change vs previous 13F +139 shares

    <0.01% of the 13F portfolio, value $1,412,143.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,974 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $1,311,838.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,850 shares
    Change vs previous 13F -209 shares

    <0.01% of the 13F portfolio, value $1,211,996.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 37,059 shares
    Change vs previous 13F +344 shares

    <0.01% of the 13F portfolio, value $1,123,251.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,715 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $995,344.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 37,465 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,106,341.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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