PMG Wealth Management, Inc.: IVLU position timeline

PMG Wealth Management, Inc. held 96,055 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 96,055 shares

   Change vs previous 13F +342 shares

   2.48% of the 13F portfolio, value $4,017,020.

   13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 95,713 shares

   Change vs previous 13F +3,813 shares

   2.74% of the 13F portfolio, value $3,797,892.

   13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 91,900 shares

   Change vs previous 13F +5,377 shares

   2.56% of the 13F portfolio, value $3,496,795.

   13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 86,523 shares

   Change vs previous 13F +922 shares

   2.36% of the 13F portfolio, value $3,092,332.

   13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 85,601 shares

   Change vs previous 13F not available

   2.32% of the 13F portfolio, value $2,815,417.

   13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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