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Financial Enhancement Group LLC: IVOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Enhancement Group LLC on IVOL, newest first. How the timeline and the estimate are built.

Financial Enhancement Group LLC held 485,873 IVOL 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 485,873 shares
    Change vs previous 13F -280,884 shares

    0.97% of the 13F portfolio, value $8,415,326.

    13F-HR 0001641438-26-000006 filed by Financial Enhancement Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 766,757 shares
    Change vs previous 13F +90,473 shares

    1.58% of the 13F portfolio, value $13,257,231.

    13F-HR 0001641438-26-000005 filed by Financial Enhancement Group 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 676,284 shares
    Change vs previous 13F +187,753 shares

    1.56% of the 13F portfolio, value $12,565,359.

    13F-HR 0001641438-26-000004 filed by Financial Enhancement Group 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 488,531 shares
    Change vs previous 13F +15,360 shares

    1.2% of the 13F portfolio, value $9,243,014.

    13F-HR 0001641438-26-000003 filed by Financial Enhancement Group 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 473,171 shares
    Change vs previous 13F +473,171 shares

    1.23% of the 13F portfolio, value $9,170,054.

    13F-HR 0001641438-25-000009 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001641438-25-000001 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.