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Cobblestone Asset Management LLC: IVLU position timeline

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

Cobblestone Asset Management LLC held 76,445 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,445 shares
    Change vs previous 13F -133,363 shares

    1.33% of the 13F portfolio, value $3,196,930.

    13F-HR 0001994512-26-000007 filed by Cobblestone Asset 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 209,808 shares
    Change vs previous 13F -9,060 shares

    3.74% of the 13F portfolio, value $8,325,181.

    13F-HR 0001994512-26-000005 filed by Cobblestone Asset 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 218,868 shares
    Change vs previous 13F -40,369 shares

    3.74% of the 13F portfolio, value $8,327,927.

    13F-HR 0001994512-26-000001 filed by Cobblestone Asset 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 259,237 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $9,197,729.

    13F-HR 0001994512-25-000006 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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