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MOSAIC FINANCIAL GROUP, LLC: IVLU position timeline

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

MOSAIC FINANCIAL GROUP, LLC held 4,787 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,787 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $200,000.

    13F-HR 0002011050-26-000006 filed by MOSAIC FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).