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Peirce Capital Management, LLC: IVLU position timeline

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

Peirce Capital Management, LLC held 13,946 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,946 shares
    Change vs previous 13F -2,657 shares

    0.21% of the 13F portfolio, value $583,214.

    13F-HR 0002008166-26-000004 filed by Peirce Capital Management, 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 16,603 shares
    Change vs previous 13F -1,521 shares

    0.26% of the 13F portfolio, value $658,807.

    13F-HR 0002008166-26-000002 filed by Peirce Capital Management, 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 18,124 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $689,618.

    13F-HR 0002008166-26-000001 filed by Peirce Capital Management, 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 18,124 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $643,040.

    13F-HR 0002008166-25-000007 filed by Peirce Capital Management, 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 18,124 shares
    Change vs previous 13F +2,528 shares

    0.26% of the 13F portfolio, value $596,098.

    13F-HR 0002008166-25-000005 filed by Peirce Capital Management, 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 15,596 shares
    Change vs previous 13F -105 shares

    0.23% of the 13F portfolio, value $472,715.

    13F-HR 0002008166-25-000004 filed by Peirce Capital Management, 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 15,701 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $425,654.

    13F-HR 0002008166-25-000001 filed by Peirce Capital Management, 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 15,701 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $463,651.

    13F-HR 0002008166-24-000006 filed by Peirce Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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