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JDH Wealth Management, LLC: IVLU position timeline

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

JDH Wealth Management, LLC held 28,578 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 28,578 shares
    Change vs previous 13F -6,862 shares

    0.73% of the 13F portfolio, value $1,195,132.

    13F-HR 0002022512-26-000006 filed by JDH 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 35,440 shares
    Change vs previous 13F -8,202 shares

    0.95% of the 13F portfolio, value $1,406,259.

    13F-HR 0002022512-26-000005 filed by JDH 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 43,642 shares
    Change vs previous 13F -3,204 shares

    1.14% of the 13F portfolio, value $1,660,578.

    13F-HR 0002022512-26-000001 filed by JDH 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 46,846 shares
    Change vs previous 13F -1,988 shares

    1.18% of the 13F portfolio, value $1,662,096.

    13F-HR 0002022512-25-000007 filed by JDH 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 48,834 shares
    Change vs previous 13F +1,488 shares

    1.23% of the 13F portfolio, value $1,606,150.

    13F-HR 0002022512-25-000004 filed by JDH 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 47,346 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $1,435,057.

    13F-HR 0002022512-25-000003 filed by JDH 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 47,346 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,283,550.

    13F-HR 0002022512-25-000002 filed by JDH Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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