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Disclosery

Farrow Financial, Inc.: IVLU position timeline

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

Farrow Financial, Inc. held 281,766 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,766 shares
    Change vs previous 13F +479 shares

    6.29% of the 13F portfolio, value $11,783,455.

    13F-HR 0002010644-26-000003 filed by Farrow Financial, Inc.
    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 281,287 shares
    Change vs previous 13F -550 shares

    6.34% of the 13F portfolio, value $11,161,469.

    13F-HR 0002010644-26-000002 filed by Farrow Financial, Inc.
    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 281,837 shares
    Change vs previous 13F -1,159 shares

    6.16% of the 13F portfolio, value $10,723,898.

    13F-HR 0002010644-26-000001 filed by Farrow Financial, Inc.
    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 282,996 shares
    Change vs previous 13F +356 shares

    5.83% of the 13F portfolio, value $10,040,699.

    13F-HR 0002010644-25-000010 filed by Farrow Financial, Inc.
    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 282,640 shares
    Change vs previous 13F -497 shares

    5.64% of the 13F portfolio, value $9,296,030.

    13F-HR 0002010644-25-000004 filed by Farrow Financial, Inc.
    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 283,137 shares
    Change vs previous 13F +6,820 shares

    5.77% of the 13F portfolio, value $8,581,883.

    13F-HR 0002010644-25-000002 filed by Farrow Financial, Inc.
    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 276,317 shares
    Change vs previous 13F +3,067 shares

    4.86% of the 13F portfolio, value $7,490,954.

    13F-HR 0002010644-25-000001 filed by Farrow Financial, Inc.
    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 273,250 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $8,069,073.

    13F-HR 0002010644-24-000005 filed by Farrow Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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