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MML INVESTORS SERVICES, LLC: IVLU position timeline

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

MML INVESTORS SERVICES, LLC held 455,066 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 455,066 shares
    Change vs previous 13F +68,703 shares

    0.04% of the 13F portfolio, value $19,030,862.

    13F-HR 0000701059-26-000016 filed by MML INVESTORS SERVICES, 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 386,363 shares
    Change vs previous 13F +123,283 shares

    0.04% of the 13F portfolio, value $15,330,877.

    13F-HR 0000701059-26-000012 filed by MML INVESTORS SERVICES, 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 263,080 shares
    Change vs previous 13F +59,681 shares

    0.02% of the 13F portfolio, value $10,010,199.

    13F-HR 0000701059-26-000002 filed by MML INVESTORS SERVICES, 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 203,399 shares
    Change vs previous 13F -1,723 shares

    0.02% of the 13F portfolio, value $7,216,599.

    13F-HR 0000701059-25-000019 filed by MML INVESTORS SERVICES, 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 205,122 shares
    Change vs previous 13F +186,040 shares

    0.02% of the 13F portfolio, value $6,746,000.

    13F-HR 0000701059-25-000016 filed by MML INVESTORS SERVICES, 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 19,082 shares
    Change vs previous 13F -8,868 shares

    <0.01% of the 13F portfolio, value $578,000.

    13F-HR 0000701059-25-000010 filed by MML INVESTORS SERVICES, 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 27,950 shares
    Change vs previous 13F +14,078 shares

    <0.01% of the 13F portfolio, value $758,000.

    13F-HR 0000701059-25-000001 filed by MML INVESTORS SERVICES, 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 13,872 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $410,000.

    13F-HR 0000701059-24-000015 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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