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Centerline Wealth Advisors, LLC: IVLU position timeline

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

Centerline Wealth Advisors, LLC held 19,742 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,742 shares
    Change vs previous 13F +5,680 shares

    0.26% of the 13F portfolio, value $825,610.

    13F-HR 0001802059-26-000009 filed by Centerline Wealth 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 14,062 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $557,980.

    13F-HR 0001802059-26-000008 filed by Centerline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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