Skip to content
Disclosery

RHS Financial, LLC: IVLU position timeline

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

RHS Financial, LLC held 192,303 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,303 shares
    Change vs previous 13F -1,519 shares

    3.24% of the 13F portfolio, value $8,042,119.

    13F-HR 0001766514-26-000004 filed by RHS Financial, 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 193,822 shares
    Change vs previous 13F +5,716 shares

    3.64% of the 13F portfolio, value $7,690,872.

    13F-HR 0001766514-26-000002 filed by RHS Financial, 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 188,106 shares
    Change vs previous 13F +6,624 shares

    3.49% of the 13F portfolio, value $7,157,426.

    13F-HR 0001766514-26-000001 filed by RHS Financial, 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 181,482 shares
    Change vs previous 13F +4,233 shares

    3.34% of the 13F portfolio, value $6,438,977.

    13F-HR 0001766514-25-000002 filed by RHS Financial, 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 177,249 shares
    Change vs previous 13F +3,308 shares

    3.31% of the 13F portfolio, value $5,829,716.

    13F-HR 0001085146-25-004165 filed by RHS Financial, 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 173,941 shares
    Change vs previous 13F +61,236 shares

    2.96% of the 13F portfolio, value $5,272,166.

    13F-HR 0001085146-25-002175 filed by RHS Financial, 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 112,705 shares
    Change vs previous 13F +11,294 shares

    1.58% of the 13F portfolio, value $3,055,445.

    13F-HR 0001085146-25-000457 filed by RHS Financial, 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 101,411 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,994,667.

    13F-HR 0001085146-24-005286 filed by RHS Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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