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Disclosery

&PARTNERS: IVLU position timeline

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

&PARTNERS held 201,990 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,990 shares
    Change vs previous 13F +4,455 shares

    0.03% of the 13F portfolio, value $8,463,610.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 197,535 shares
    Change vs previous 13F +97,713 shares

    0.04% of the 13F portfolio, value $7,838,763.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 99,822 shares
    Change vs previous 13F +985 shares

    0.02% of the 13F portfolio, value $3,770,650.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 98,837 shares
    Change vs previous 13F +334 shares

    0.02% of the 13F portfolio, value $3,506,735.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 98,503 shares
    Change vs previous 13F +17,960 shares

    0.02% of the 13F portfolio, value $3,239,762.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 80,543 shares
    Change vs previous 13F -820 shares

    0.03% of the 13F portfolio, value $2,461,400.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 81,363 shares
    Change vs previous 13F +28,049 shares

    0.03% of the 13F portfolio, value $2,204,124.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 53,314 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,574,362.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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