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Disclosery

McBroom & Associates, LLC: IVLU position timeline

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

McBroom & Associates, LLC held 137,115 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,115 shares
    Change vs previous 13F +28,609 shares

    2.88% of the 13F portfolio, value $5,734,149.

    13F-HR 0001754960-26-000672 filed by McBroom & Associates, 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 108,506 shares
    Change vs previous 13F +30,820 shares

    2.4% of the 13F portfolio, value $4,305,518.

    13F-HR 0001754960-26-000309 filed by McBroom & Associates, 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 77,686 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,955,952.

    13F-HR 0001754960-26-000090 filed by McBroom & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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