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Mayflower Financial Advisors, LLC: IVLU position timeline

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

Mayflower Financial Advisors, LLC held 41,890 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,890 shares
    Change vs previous 13F -10,535 shares

    0.15% of the 13F portfolio, value $1,751,840.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial Advisors, 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 52,425 shares
    Change vs previous 13F -1,628 shares

    0.25% of the 13F portfolio, value $2,080,224.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial Advisors, 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 54,053 shares
    Change vs previous 13F -2,394 shares

    0.25% of the 13F portfolio, value $2,056,717.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial Advisors, 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 56,447 shares
    Change vs previous 13F -5,895 shares

    0.25% of the 13F portfolio, value $2,002,740.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial Advisors, 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 62,342 shares
    Change vs previous 13F +15,600 shares

    0.29% of the 13F portfolio, value $2,050,428.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial Advisors, 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 46,742 shares
    Change vs previous 13F -28,228 shares

    0.22% of the 13F portfolio, value $1,416,750.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial Advisors, 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 74,970 shares
    Change vs previous 13F +26,034 shares

    0.3% of the 13F portfolio, value $2,032,437.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial Advisors, 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 48,936 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,445,080.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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