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Disclosery

Freedom Investment Management, Inc.: IVLU position timeline

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

Freedom Investment Management, Inc. held 310,737 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 310,737 shares
    Change vs previous 13F -14,769 shares

    3.62% of the 13F portfolio, value $12,995,017.

    13F-HR 0001062993-26-004133 filed by Freedom Investment Management, 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 325,506 shares
    Change vs previous 13F -14,325 shares

    3.83% of the 13F portfolio, value $12,916,097.

    13F-HR 0001062993-26-002096 filed by Freedom Investment Management, 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 339,831 shares
    Change vs previous 13F -23,170 shares

    3.76% of the 13F portfolio, value $12,930,556.

    13F-HR 0001062993-26-000676 filed by Freedom Investment Management, 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 363,001 shares
    Change vs previous 13F -1,175 shares

    3.4% of the 13F portfolio, value $12,879,287.

    13F-HR 0001062993-25-016827 filed by Freedom Investment Management, 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 364,176 shares
    Change vs previous 13F -461,537 shares

    0.96% of the 13F portfolio, value $11,977,757.

    13F-HR 0001062993-25-013292 filed by Freedom Investment Management, 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 825,713 shares
    Change vs previous 13F -10,498 shares

    2.1% of the 13F portfolio, value $25,027,376.

    13F-HR 0001062993-25-009373 filed by Freedom Investment Management, 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 836,211 shares
    Change vs previous 13F -3,083 shares

    1.88% of the 13F portfolio, value $22,669,693.

    13F-HR 0001062993-25-002306 filed by Freedom Investment Management, 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 839,294 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $24,784,361.

    13F-HR 0001062993-24-019017 filed by Freedom Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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