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Disclosery

THEORY FINANCIAL LLC: IVLU position timeline

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

THEORY FINANCIAL LLC held 7,762 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,762 shares
    Change vs previous 13F -129 shares

    0.1% of the 13F portfolio, value $324,607.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 7,891 shares
    Change vs previous 13F -160 shares

    0.11% of the 13F portfolio, value $313,115.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 8,051 shares
    Change vs previous 13F -82 shares

    0.11% of the 13F portfolio, value $322,604.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 8,133 shares
    Change vs previous 13F -244 shares

    0.1% of the 13F portfolio, value $291,161.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 8,377 shares
    Change vs previous 13F +203 shares

    0.1% of the 13F portfolio, value $275,938.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 8,174 shares
    Change vs previous 13F -214 shares

    0.1% of the 13F portfolio, value $247,754.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 8,388 shares
    Change vs previous 13F +324 shares

    0.1% of the 13F portfolio, value $227,399.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 8,064 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $227,808.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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