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Disclosery

Elgethun Capital Management: IVLU position timeline

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

Elgethun Capital Management held 5,820 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,820 shares
    Change vs previous 13F -150 shares

    0.03% of the 13F portfolio, value $243,392.

    13F-HR 0001420506-26-001332 filed by Elgethun Capital Management
    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 5,970 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $236,890.

    13F-HR 0001420506-26-000980 filed by Elgethun Capital Management
    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 5,970 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $227,159.

    13F-HR 0001420506-26-000263 filed by Elgethun Capital Management
    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 5,970 shares
    Change vs previous 13F -159 shares

    0.04% of the 13F portfolio, value $213,308.

    13F-HR 0001420506-25-003199 filed by Elgethun Capital Management
    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 6,129 shares
    Change vs previous 13F -147 shares

    0.04% of the 13F portfolio, value $201,583.

    13F-HR 0001420506-25-001875 filed by Elgethun Capital Management
    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 6,276 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $190,226.

    13F-HR 0001420506-25-000978 filed by Elgethun Capital Management
    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 6,276 shares
    Change vs previous 13F -6,080 shares

    0.04% of the 13F portfolio, value $170,142.

    13F-HR 0001420506-25-000343 filed by Elgethun Capital Management
    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 12,356 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $364,873.

    13F-HR 0001420506-24-002513 filed by Elgethun Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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