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Disclosery

MA Private Wealth: IVLU position timeline

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

MA Private Wealth held 27,580 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,580 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,153,396.

    13F-HR 0001765380-26-000229 filed by MA Private 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 27,580 shares
    Change vs previous 13F -46 shares

    0.19% of the 13F portfolio, value $1,094,374.

    13F-HR 0001765380-26-000186 filed by MA Private 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 27,626 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,051,169.

    13F-HR 0001765380-26-000061 filed by MA Private 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 27,626 shares
    Change vs previous 13F -3,264 shares

    0.16% of the 13F portfolio, value $980,170.

    13F-HR 0001765380-25-000437 filed by MA Private 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 30,890 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,015,972.

    13F-HR 0001765380-25-000263 filed by MA Private 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 30,890 shares
    Change vs previous 13F +18,224 shares

    0.18% of the 13F portfolio, value $936,276.

    13F-HR 0001765380-25-000158 filed by MA Private 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 12,666 shares
    Change vs previous 13F +273 shares

    0.06% of the 13F portfolio, value $343,375.

    13F-HR 0001765380-25-000012 filed by MA Private 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 12,393 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $365,965.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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