Skip to content
Disclosery

KWB Wealth: IVLU position timeline

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

KWB Wealth held 336,260 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,260 shares
    Change vs previous 13F -240,497 shares

    1.2% of the 13F portfolio, value $14,062,382.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 576,757 shares
    Change vs previous 13F -7,817 shares

    2.17% of the 13F portfolio, value $21,945,609.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 584,574 shares
    Change vs previous 13F -214,933 shares

    2.11% of the 13F portfolio, value $22,243,028.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 799,507 shares
    Change vs previous 13F +337,307 shares

    2.91% of the 13F portfolio, value $26,295,773.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 462,200 shares
    Change vs previous 13F -130,523 shares

    1.7% of the 13F portfolio, value $14,009,289.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 592,723 shares
    Change vs previous 13F +88,873 shares

    1.94% of the 13F portfolio, value $16,068,730.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 503,850 shares
    Change vs previous 13F +325,390 shares

    1.84% of the 13F portfolio, value $14,878,688.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 178,460 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,896,930.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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