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Disclosery

Kathmere Capital Management, LLC: IVLU position timeline

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

Kathmere Capital Management, LLC held 834,075 IVLU 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 834,075 shares
    Change vs previous 13F +21,320 shares

    1.85% of the 13F portfolio, value $34,881,012.

    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 812,755 shares
    Change vs previous 13F +2,579 shares

    2% of the 13F portfolio, value $32,250,122.

    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 810,176 shares
    Change vs previous 13F +10,821 shares

    2.08% of the 13F portfolio, value $30,827,201.

    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 799,355 shares
    Change vs previous 13F -9,420 shares

    2.02% of the 13F portfolio, value $28,361,109.

    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 808,775 shares
    Change vs previous 13F +2,734 shares

    2.05% of the 13F portfolio, value $26,600,603.

    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 806,041 shares
    Change vs previous 13F +2,217 shares

    2.08% of the 13F portfolio, value $24,431,091.

    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 803,824 shares
    Change vs previous 13F +38,908 shares

    1.96% of the 13F portfolio, value $21,791,658.

    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 764,916 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $22,587,973.

    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).