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Disclosery

Index Fund Advisors, Inc.: IVLU position timeline

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

Index Fund Advisors, Inc. held 23,919 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,919 shares
    Change vs previous 13F +396 shares

    0.04% of the 13F portfolio, value $1,000,280.

    13F-HR 0001665097-26-000008 filed by Index Fund 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 ended2026-03-31
    13F 23,523 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $933,383.

    13F-HR 0001665097-26-000004 filed by Index Fund 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 ended2025-12-31
    13F 23,523 shares
    Change vs previous 13F -152 shares

    0.04% of the 13F portfolio, value $895,041.

    13F-HR 0001665097-26-000002 filed by Index Fund 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 ended2025-09-30
    13F 23,675 shares
    Change vs previous 13F +22 shares

    0.04% of the 13F portfolio, value $840,004.

    13F-HR 0001665097-25-000011 filed by Index Fund 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 ended2025-06-30
    13F 23,653 shares
    Change vs previous 13F +503 shares

    0.04% of the 13F portfolio, value $777,961.

    13F-HR 0001665097-25-000007 filed by Index Fund 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 ended2025-03-31
    13F 23,150 shares
    Change vs previous 13F -3,925 shares

    0.04% of the 13F portfolio, value $701,675.

    13F-HR 0001665097-25-000004 filed by Index Fund 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 ended2024-12-31
    13F 27,075 shares
    Change vs previous 13F +395 shares

    0.04% of the 13F portfolio, value $734,002.

    13F-HR 0001665097-25-000002 filed by Index Fund 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 ended2024-09-30
    13F 26,680 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $787,872.

    13F-HR 0001536755-24-000014 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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