INVENIO WEALTH PARTNERS LLC: IVLU position timeline

INVENIO WEALTH PARTNERS LLC held 582,803 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 582,803 shares

   Change vs previous 13F +3,456 shares

   8.73% of the 13F portfolio, value $24,372,821.

   13F-HR 0001989341-26-000004 filed by INVENIO WEALTH PARTNERS LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 579,347 shares

   Change vs previous 13F +237,234 shares

   9.13% of the 13F portfolio, value $22,988,489.

   13F-HR 0001989341-26-000003 filed by INVENIO WEALTH PARTNERS LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 342,113 shares

   Change vs previous 13F -3,382 shares

   4.84% of the 13F portfolio, value $13,017,400.

   13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 345,495 shares

   Change vs previous 13F +328,694 shares

   4.46% of the 13F portfolio, value $12,258,163.

   13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,801 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $552,585.

   13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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