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Disclosery

Hemington Wealth Management: IVLU position timeline

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

Hemington Wealth Management held 45,681 IVLU shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 45,681 shares
    Change vs previous 13F -364 shares

    0.21% of the 13F portfolio, value $1,620,000.

    13F-HR 0001838234-25-000003 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 46,045 shares
    Change vs previous 13F +57 shares

    0.22% of the 13F portfolio, value $1,514,000.

    13F-HR 0001907157-25-000031 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 45,988 shares
    Change vs previous 13F -56 shares

    0.22% of the 13F portfolio, value $1,393,000.

    13F-HR 0001842974-25-000012 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 46,044 shares
    Change vs previous 13F +22 shares

    0.31% of the 13F portfolio, value $1,248,000.

    13F-HR 0001907157-25-000009 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 46,022 shares
    Change vs previous 13F -1,175 shares

    0.35% of the 13F portfolio, value $1,300,000.

    13F-HR 0001838234-24-000008 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 47,197 shares
    Change vs previous 13F -430 shares

    0.44% of the 13F portfolio, value $1,295,000.

    13F-HR 0001838234-24-000004 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 47,627 shares
    Change vs previous 13F -252 shares

    0.49% of the 13F portfolio, value $1,345,000.

    13F-HR 0001792704-24-000006 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 47,879 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,269,000.

    13F-HR 0001838234-24-000001 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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