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High Falls Advisors, Inc: IVLU position timeline

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

High Falls Advisors, Inc held 28,977 IVLU shares at 2025-12-31 per its 13F-HR filed 2026-02-18.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 28,977 shares
    Change vs previous 13F +186 shares

    0.22% of the 13F portfolio, value $1,102,556.

    13F-HR 0001569139-26-000001 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 28,791 shares
    Change vs previous 13F -254 shares

    0.21% of the 13F portfolio, value $1,021,487.

    13F-HR 0001569139-25-000002 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 29,045 shares
    Change vs previous 13F +1,324 shares

    0.21% of the 13F portfolio, value $955,274.

    13F-HR 0001085146-25-005304 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 27,721 shares
    Change vs previous 13F -1,764 shares

    0.2% of the 13F portfolio, value $840,208.

    13F-HR 0001085146-25-003034 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 29,485 shares
    Change vs previous 13F +4,029 shares

    0.19% of the 13F portfolio, value $799,325.

    13F-HR 0001085146-25-001518 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 25,456 shares
    Change vs previous 13F +749 shares

    0.17% of the 13F portfolio, value $751,701.

    13F-HR 0001085146-24-005983 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 24,707 shares
    Change vs previous 13F -4,459 shares

    0.16% of the 13F portfolio, value $677,946.

    13F-HR 0001085146-24-004025 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 29,166 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $823,342.

    13F-HR 0001085146-24-002650 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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