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Savvy Advisors, Inc.: IVLU position timeline

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

Savvy Advisors, Inc. held 2,612,696 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,612,696 shares
    Change vs previous 13F +373,016 shares

    2.34% of the 13F portfolio, value $109,262,965.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, 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 2,239,680 shares
    Change vs previous 13F +791,660 shares

    2.38% of the 13F portfolio, value $88,870,501.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, 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 1,448,020 shares
    Change vs previous 13F +617,396 shares

    1.78% of the 13F portfolio, value $55,097,170.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 830,624 shares
    Change vs previous 13F +158,491 shares

    1.35% of the 13F portfolio, value $29,470,550.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 672,133 shares
    Change vs previous 13F +151,685 shares

    1.47% of the 13F portfolio, value $22,106,463.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 520,448 shares
    Change vs previous 13F +7,263 shares

    1.59% of the 13F portfolio, value $15,774,784.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 513,185 shares
    Change vs previous 13F +127,106 shares

    1.67% of the 13F portfolio, value $13,912,450.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 386,079 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $11,400,908.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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