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Disclosery

Professional Financial Management, Inc.: IVOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Professional Financial Management, Inc. on IVOL, newest first. How the timeline and the estimate are built.

Professional Financial Management, Inc. held 177,105 IVOL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,105 shares
    Change vs previous 13F +8,461 shares

    3.11% of the 13F portfolio, value $3,062,145.

    13F-HR 0002130270-26-000003 filed by Professional Financial Management, Inc.
    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 168,644 shares
    Change vs previous 13F +12,124 shares

    3.28% of the 13F portfolio, value $3,155,329.

    13F-HR 0002130270-26-000002 filed by Professional Financial Management, Inc.
    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 156,520 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $2,998,923.

    13F-HR 0002130270-26-000001 filed by Professional Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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