Skip to content
Disclosery

Peninsula Wealth, LLC: IVLU position timeline

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

Peninsula Wealth, LLC held 500,695 IVLU shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 500,695 shares
    Change vs previous 13F +205,659 shares

    2.31% of the 13F portfolio, value $13,573,830.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 295,036 shares
    Change vs previous 13F +24,191 shares

    1.49% of the 13F portfolio, value $8,508,832.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 270,845 shares
    Change vs previous 13F +11,939 shares

    1.45% of the 13F portfolio, value $7,754,286.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 258,906 shares
    Change vs previous 13F +138,780 shares

    1.46% of the 13F portfolio, value $7,308,914.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 120,126 shares
    Change vs previous 13F +103,696 shares

    0.66% of the 13F portfolio, value $3,184,538.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 16,430 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $398,428.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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