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Revolve Wealth Partners, LLC: IVAL position timeline

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

Revolve Wealth Partners, LLC held 1,268,919 IVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,268,919 shares
    Change vs previous 13F +26,804 shares

    4.5% of the 13F portfolio, value $43,232,054.

    13F-HR 0002085853-26-000673 filed by Revolve Wealth Partners, 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 1,242,115 shares
    Change vs previous 13F -147,377 shares

    5.48% of the 13F portfolio, value $42,182,108.

    13F-HR 0002085853-26-000357 filed by Revolve Wealth Partners, 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 1,389,492 shares
    Change vs previous 13F -10,001 shares

    5.14% of the 13F portfolio, value $43,710,505.

    13F-HR 0002085853-26-000053 filed by Revolve Wealth Partners, 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 1,399,493 shares
    Change vs previous 13F +46,647 shares

    5.07% of the 13F portfolio, value $42,220,172.

    13F-HR 0002085853-25-000078 filed by Revolve Wealth Partners, 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 1,352,846 shares
    Change vs previous 13F -20,321 shares

    4.93% of the 13F portfolio, value $37,717,344.

    13F-HR 0001667731-25-000986 filed by Revolve Wealth Partners, 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 1,373,167 shares
    Change vs previous 13F +119,162 shares

    5.07% of the 13F portfolio, value $35,070,696.

    13F-HR 0001667731-25-000418 filed by Revolve Wealth Partners, 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/A 1,254,005 shares
    Change vs previous 13F +23,397 shares

    4.48% of the 13F portfolio, value $30,121,192.

    13F-HR/A 0001667731-25-000346 filed by Revolve Wealth Partners, 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 1,230,608 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $31,734,416.

    13F-HR 0001808992-24-000004 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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