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SAXON INTERESTS, INC.: IVLU position timeline

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

SAXON INTERESTS, INC. held 57,287 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,287 shares
    Change vs previous 13F -49,820 shares

    0.66% of the 13F portfolio, value $2,395,741.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, 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 107,107 shares
    Change vs previous 13F -2,873 shares

    1.47% of the 13F portfolio, value $4,250,014.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, 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 109,980 shares
    Change vs previous 13F -10,923 shares

    1.48% of the 13F portfolio, value $4,184,746.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, 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 120,903 shares
    Change vs previous 13F +27,657 shares

    1.65% of the 13F portfolio, value $4,218,293.

    13F-HR 0001951757-25-001229 filed by SAXON INTERESTS, 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 93,246 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $2,826,286.

    13F-HR 0001951757-25-000886 filed by SAXON INTERESTS, 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 93,246 shares
    Change vs previous 13F +93,246 shares

    1.32% of the 13F portfolio, value $2,826,286.

    13F-HR 0001951757-25-000461 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001951757-24-000995 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.