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Disclosery

Kathmere Capital Management, LLC: IVAL position timeline

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

Kathmere Capital Management, LLC held 143,563 IVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,563 shares
    Change vs previous 13F +4,291 shares

    0.26% of the 13F portfolio, value $4,891,185.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 139,272 shares
    Change vs previous 13F +544 shares

    0.29% of the 13F portfolio, value $4,729,677.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 138,728 shares
    Change vs previous 13F +3,634 shares

    0.29% of the 13F portfolio, value $4,364,105.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 135,094 shares
    Change vs previous 13F -1,442 shares

    0.29% of the 13F portfolio, value $4,075,553.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 136,536 shares
    Change vs previous 13F +445 shares

    0.29% of the 13F portfolio, value $3,806,633.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 136,091 shares
    Change vs previous 13F -1,321 shares

    0.3% of the 13F portfolio, value $3,475,755.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 137,412 shares
    Change vs previous 13F +3,774 shares

    0.3% of the 13F portfolio, value $3,300,625.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 133,638 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,446,202.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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