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CURTIS WEALTH MANAGEMENT LLC: IVLU position timeline

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

CURTIS WEALTH MANAGEMENT LLC held 13,896 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,896 shares
    Change vs previous 13F -606 shares

    0.49% of the 13F portfolio, value $581,146.

    13F-HR 0002108708-26-000003 filed by CURTIS 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 ended2026-03-31
    13F 14,502 shares
    Change vs previous 13F +144 shares

    0.54% of the 13F portfolio, value $575,454.

    13F-HR 0002108708-26-000002 filed by CURTIS WEALTH 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 14,358 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $575,340.

    13F-HR 0002108708-26-000001 filed by CURTIS WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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