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Disclosery

Keebeck Wealth Management: IVLU position timeline

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

Keebeck Wealth Management held 145,191 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,191 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $6,071,888.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    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 145,191 shares
    Change vs previous 13F -2 shares

    0.65% of the 13F portfolio, value $5,761,179.

    13F-HR 0001172661-26-001942 filed by Keebeck Wealth Management
    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 145,193 shares
    Change vs previous 13F -2,592 shares

    0.64% of the 13F portfolio, value $5,524,594.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    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 147,785 shares
    Change vs previous 13F -15,118 shares

    0.62% of the 13F portfolio, value $5,243,412.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    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 162,903 shares
    Change vs previous 13F +272 shares

    0.7% of the 13F portfolio, value $5,357,880.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    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 162,631 shares
    Change vs previous 13F -9,378 shares

    0.73% of the 13F portfolio, value $4,929,346.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    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 172,009 shares
    Change vs previous 13F +98 shares

    0.67% of the 13F portfolio, value $4,663,164.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    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 171,911 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $5,076,532.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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