Prospera Financial Services Inc: IVLU position timeline

Prospera Financial Services Inc held 33,601 IVLU 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 33,601 shares

   Change vs previous 13F +7,532 shares

   0.02% of the 13F portfolio, value $1,405,899.

   13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
   Filed 2026-07-15 (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 26,069 shares

   Change vs previous 13F +4,404 shares

   0.02% of the 13F portfolio, value $1,034,944.

   13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
   Filed 2026-04-14 (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 21,665 shares

   Change vs previous 13F +4,470 shares

   0.01% of the 13F portfolio, value $824,866.

   13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
   Filed 2026-02-09 (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 17,195 shares

   Change vs previous 13F +9,516 shares

   0.01% of the 13F portfolio, value $610,151.

   13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
   Filed 2025-11-06 (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 7,679 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $252,639.

   13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
   Filed 2025-08-06 (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).