Skip to content
Disclosery

Horst & Graben Wealth Management LLC: IVLU position timeline

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

Horst & Graben Wealth Management LLC held 39,749 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,749 shares
    Change vs previous 13F -1,466 shares

    0.22% of the 13F portfolio, value $1,659,142.

    13F-HR 0001754960-26-000604 filed by Horst & Graben Wealth Management LLC
    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 41,215 shares
    Change vs previous 13F -594 shares

    0.23% of the 13F portfolio, value $1,682,396.

    13F-HR 0001754960-26-000341 filed by Horst & Graben Wealth Management LLC
    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 41,809 shares
    Change vs previous 13F -130 shares

    0.24% of the 13F portfolio, value $1,590,832.

    13F-HR 0001754960-26-000124 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 41,939 shares
    Change vs previous 13F -618 shares

    0.23% of the 13F portfolio, value $1,487,996.

    13F-HR 0001754960-25-000676 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 42,557 shares
    Change vs previous 13F -6,577 shares

    0.23% of the 13F portfolio, value $1,399,700.

    13F-HR 0001754960-25-000489 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 49,134 shares
    Change vs previous 13F +21,279 shares

    0.27% of the 13F portfolio, value $1,489,252.

    13F-HR 0001754960-25-000263 filed by Horst & Graben Wealth Management LLC
    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 27,855 shares
    Change vs previous 13F +5,686 shares

    0.13% of the 13F portfolio, value $755,149.

    13F-HR 0001754960-25-000069 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,169 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $654,651.

    13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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