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NewEdge Advisors, LLC: IVLU position timeline

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

NewEdge Advisors, LLC held 158,425 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,425 shares
    Change vs previous 13F -56,504 shares

    0.02% of the 13F portfolio, value $6,625,322.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 214,929 shares
    Change vs previous 13F +70,265 shares

    0.03% of the 13F portfolio, value $8,528,374.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 144,664 shares
    Change vs previous 13F -413 shares

    0.02% of the 13F portfolio, value $5,504,457.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 145,077 shares
    Change vs previous 13F -8,071 shares

    0.02% of the 13F portfolio, value $5,147,341.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 153,148 shares
    Change vs previous 13F +46,555 shares

    0.03% of the 13F portfolio, value $5,037,046.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 106,593 shares
    Change vs previous 13F -9,837 shares

    0.02% of the 13F portfolio, value $3,230,825.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 116,430 shares
    Change vs previous 13F +16,224 shares

    0.02% of the 13F portfolio, value $3,156,413.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 100,206 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,959,096.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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