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SCS Capital Management LLC: IVLU position timeline

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

SCS Capital Management LLC held 114,117 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,117 shares
    Change vs previous 13F -517 shares

    0.05% of the 13F portfolio, value $4,772,380.

    13F-HR 0001303159-26-000003 filed by SCS Capital Management 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 114,634 shares
    Change vs previous 13F -1,342 shares

    0.05% of the 13F portfolio, value $4,548,665.

    13F-HR 0001303159-26-000002 filed by SCS Capital Management 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 115,976 shares
    Change vs previous 13F +664 shares

    0.05% of the 13F portfolio, value $4,412,899.

    13F-HR 0001303159-26-000001 filed by SCS Capital Management 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 115,312 shares
    Change vs previous 13F -1,527 shares

    0.04% of the 13F portfolio, value $4,091,283.

    13F-HR 0001303159-25-000012 filed by SCS Capital Management 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 116,839 shares
    Change vs previous 13F +808 shares

    0.04% of the 13F portfolio, value $3,842,847.

    13F-HR 0001303159-25-000004 filed by SCS Capital Management 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/A 116,031 shares
    Change vs previous 13F +13,510 shares

    0.04% of the 13F portfolio, value $3,516,908.

    13F-HR/A 0001303159-25-000003 filed by SCS Capital Management 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 102,521 shares
    Change vs previous 13F -12,738 shares

    0.06% of the 13F portfolio, value $2,779,352.

    13F-HR 0001303159-25-000001 filed by SCS Capital Management 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 115,259 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,403,588.

    13F-HR 0001303159-24-000009 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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