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Cypress Wealth Services, LLC: IVLU position timeline

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

Cypress Wealth Services, LLC held 85,628 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,628 shares
    Change vs previous 13F -3,462 shares

    0.44% of the 13F portfolio, value $3,580,954.

    13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, 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 89,090 shares
    Change vs previous 13F -2,951 shares

    0.5% of the 13F portfolio, value $3,535,107.

    13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, 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 92,041 shares
    Change vs previous 13F -3,452 shares

    0.48% of the 13F portfolio, value $3,502,175.

    13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, 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 95,493 shares
    Change vs previous 13F -7,824 shares

    0.55% of the 13F portfolio, value $3,388,082.

    13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, 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 103,317 shares
    Change vs previous 13F +5,241 shares

    0.61% of the 13F portfolio, value $3,398,087.

    13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, 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 98,076 shares
    Change vs previous 13F -14,092 shares

    0.6% of the 13F portfolio, value $2,972,687.

    13F-HR 0001085146-25-002032 filed by Cypress Wealth Services, 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 112,168 shares
    Change vs previous 13F +21,069 shares

    0.61% of the 13F portfolio, value $3,040,878.

    13F-HR 0001085146-25-000207 filed by Cypress Wealth Services, 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 91,099 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,690,153.

    13F-HR 0001085146-24-004713 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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