Skip to content
Disclosery

Smartleaf Asset Management LLC: IVLU position timeline

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

Smartleaf Asset Management LLC held 17,290 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 17,290 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $721,339.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 17,290 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $665,838.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 17,321 shares
    Change vs previous 13F +14,142 shares

    0.03% of the 13F portfolio, value $663,048.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset 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 3,179 shares
    Change vs previous 13F -20,090 shares

    0.01% of the 13F portfolio, value $112,473.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset 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 23,269 shares
    Change vs previous 13F +8,342 shares

    0.07% of the 13F portfolio, value $765,550.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset 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 14,927 shares
    Change vs previous 13F +11,609 shares

    0.04% of the 13F portfolio, value $456,169.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset 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 3,318 shares
    Change vs previous 13F +1,915 shares

    0.01% of the 13F portfolio, value $89,950.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset 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 1,403 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $41,641.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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