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Disclosery

Csenge Advisory Group: IVLU position timeline

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

Csenge Advisory Group held 25,791 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,791 shares
    Change vs previous 13F -963 shares

    0.04% of the 13F portfolio, value $1,078,580.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 26,754 shares
    Change vs previous 13F +1,025 shares

    0.05% of the 13F portfolio, value $1,061,599.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 25,729 shares
    Change vs previous 13F +41 shares

    0.04% of the 13F portfolio, value $978,988.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 25,688 shares
    Change vs previous 13F -75 shares

    0.04% of the 13F portfolio, value $911,410.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 25,763 shares
    Change vs previous 13F -38 shares

    0.04% of the 13F portfolio, value $847,603.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 25,801 shares
    Change vs previous 13F -8,337 shares

    0.04% of the 13F portfolio, value $767,838.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 34,138 shares
    Change vs previous 13F +6,395 shares

    0.05% of the 13F portfolio, value $925,481.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 27,743 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $805,102.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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