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Squire Investment Management Company, LLC: IVLU position timeline

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

Squire Investment Management Company, LLC held 33,061 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,061 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,382,611.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, 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 33,061 shares
    Change vs previous 13F -3,075 shares

    0.36% of the 13F portfolio, value $1,311,860.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, 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 36,136 shares
    Change vs previous 13F -220 shares

    0.42% of the 13F portfolio, value $1,374,975.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, 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 36,356 shares
    Change vs previous 13F -170 shares

    0.42% of the 13F portfolio, value $1,289,927.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, 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 36,526 shares
    Change vs previous 13F -17,586 shares

    0.44% of the 13F portfolio, value $1,201,355.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, 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 54,112 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,640,128.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, 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 54,112 shares
    Change vs previous 13F +3 shares

    0.65% of the 13F portfolio, value $1,466,971.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, 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 54,109 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,597,849.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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