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Farther Finance Advisors, LLC: IVLU position timeline

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

Farther Finance Advisors, LLC held 20,382 IVLU shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,382 shares
    Change vs previous 13F -4,896 shares

    0.01% of the 13F portfolio, value $874,177.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,278 shares
    Change vs previous 13F -1,181 shares

    0.01% of the 13F portfolio, value $1,057,119.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,459 shares
    Change vs previous 13F +2,504 shares

    0.01% of the 13F portfolio, value $1,067,365.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,955 shares
    Change vs previous 13F +650 shares

    0.01% of the 13F portfolio, value $911,496.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,305 shares
    Change vs previous 13F -71 shares

    0.01% of the 13F portfolio, value $826,876.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 23,376 shares
    Change vs previous 13F -8,196 shares

    0.02% of the 13F portfolio, value $768,850.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,572 shares
    Change vs previous 13F +5,700 shares

    0.02% of the 13F portfolio, value $956,166.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,872 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $701,397.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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