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Disclosery

Plancorp, LLC: IVLU position timeline

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

Plancorp, LLC held 316,704 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 316,704 shares
    Change vs previous 13F -1,733 shares

    0.33% of the 13F portfolio, value $13,336,401.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 318,437 shares
    Change vs previous 13F +628 shares

    0.38% of the 13F portfolio, value $13,240,592.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 317,809 shares
    Change vs previous 13F -3,532 shares

    0.37% of the 13F portfolio, value $12,092,616.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 321,341 shares
    Change vs previous 13F -3,166 shares

    0.36% of the 13F portfolio, value $11,401,162.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 324,507 shares
    Change vs previous 13F -14,811 shares

    0.37% of the 13F portfolio, value $10,673,020.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 339,318 shares
    Change vs previous 13F -6,646 shares

    0.41% of the 13F portfolio, value $10,284,727.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 345,964 shares
    Change vs previous 13F -18,076 shares

    0.39% of the 13F portfolio, value $9,379,083.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 364,040 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $10,750,091.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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