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Disclosery

Clayton Partners LLC: IVLU position timeline

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

Clayton Partners LLC held 81,010 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,010 shares
    Change vs previous 13F +9 shares

    2.23% of the 13F portfolio, value $3,387,838.

    13F-HR 0001754960-26-000768 filed by Clayton Partners 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 81,001 shares
    Change vs previous 13F +313 shares

    2.34% of the 13F portfolio, value $3,214,120.

    13F-HR 0001754960-26-000385 filed by Clayton Partners 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 80,688 shares
    Change vs previous 13F -911 shares

    2.22% of the 13F portfolio, value $3,070,178.

    13F-HR 0001754960-26-000186 filed by Clayton Partners 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 81,599 shares
    Change vs previous 13F +125 shares

    2.2% of the 13F portfolio, value $2,895,133.

    13F-HR 0001754960-25-000761 filed by Clayton Partners LLC
    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 81,474 shares
    Change vs previous 13F -8,751 shares

    2.25% of the 13F portfolio, value $2,679,680.

    13F-HR 0001754960-25-000604 filed by Clayton Partners LLC
    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 90,225 shares
    Change vs previous 13F +3,501 shares

    2.38% of the 13F portfolio, value $2,734,720.

    13F-HR 0001754960-25-000303 filed by Clayton Partners LLC
    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 86,724 shares
    Change vs previous 13F -392 shares

    1.63% of the 13F portfolio, value $2,351,088.

    13F-HR 0001754960-25-000117 filed by Clayton Partners LLC
    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 87,116 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $2,572,535.

    13F-HR 0001754960-24-000571 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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