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Disclosery

Contango Wealth Management LLC: IVLU position timeline

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

Contango Wealth Management LLC held 69,854 IVLU shares at 2026-03-31 per its 13F-HR filed 2026-06-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 69,854 shares
    Change vs previous 13F -12,365 shares

    3.24% of the 13F portfolio, value $2,771,809.

    13F-HR 0002085853-26-000623 filed by Contango 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 ended2025-12-31
    13F 82,219 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $3,128,435.

    13F-HR 0002085853-26-000622 filed by Contango Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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