Skip to content
Disclosery

Per Stirling Capital Management, LLC.: IVLU position timeline

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

Per Stirling Capital Management, LLC. held 245,583 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 245,583 shares
    Change vs previous 13F -22,032 shares

    0.98% of the 13F portfolio, value $10,270,262.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 267,615 shares
    Change vs previous 13F -28,742 shares

    1.17% of the 13F portfolio, value $10,618,956.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 296,357 shares
    Change vs previous 13F -3,799 shares

    1.27% of the 13F portfolio, value $11,276,396.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 300,156 shares
    Change vs previous 13F -2,321 shares

    1.27% of the 13F portfolio, value $10,649,533.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 302,477 shares
    Change vs previous 13F +4,336 shares

    1.3% of the 13F portfolio, value $9,948,470.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 298,141 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $9,036,654.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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