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Disclosery

Spruce Investment Advisors LLC: IVLU position timeline

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

Spruce Investment Advisors LLC held 88,218 IVLU shares at 2017-12-31 per its 13F-HR filed 2018-02-14.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 88,218 shares
    Change vs previous 13F -6,999 shares

    4.81% of the 13F portfolio, value $2,332,000.

    13F-HR 0001172661-18-000594 filed by Spruce Investment 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 ended2017-09-30
    13F 95,217 shares
    Change vs previous 13F -1,473 shares

    4.65% of the 13F portfolio, value $2,409,000.

    13F-HR 0001172661-17-001916 filed by Spruce Investment 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 ended2017-06-30
    13F 96,690 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $2,333,000.

    13F-HR 0001172661-17-001488 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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