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Richard Bernstein Advisors LLC: IVOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on IVOL, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 222 IVOL shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 222 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $4,161.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 294 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $5,650.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 299 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $5,744.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 406 shares
    Change vs previous 13F -3,260,243 shares

    <0.01% of the 13F portfolio, value $7,951.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,260,649 shares
    Change vs previous 13F +339,192 shares

    1.47% of the 13F portfolio, value $60,908,927.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,921,457 shares
    Change vs previous 13F -549,846 shares

    1.17% of the 13F portfolio, value $51,826,643.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,471,303 shares
    Change vs previous 13F -38,424 shares

    1.43% of the 13F portfolio, value $66,822,576.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 3,509,727 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $64,965,054.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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