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THOR INVESTMENT MANAGEMENT INC /OH/ /ADV: IVOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THOR INVESTMENT MANAGEMENT INC /OH/ /ADV on IVOL, newest first. How the timeline and the estimate are built.

THOR INVESTMENT MANAGEMENT INC /OH/ /ADV held 752,999 IVOL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 752,999 shares
    Change vs previous 13F -38,992 shares

    7.12% of the 13F portfolio, value $12,597,673.

    13F-HR 0002072075-26-000031 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 791,991 shares
    Change vs previous 13F -433,894 shares

    7.8% of the 13F portfolio, value $13,693,524.

    13F-HR 0002072075-26-000021 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,225,885 shares
    Change vs previous 13F -67,223 shares

    12.19% of the 13F portfolio, value $22,936,301.

    13F-HR 0002072075-26-000017 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,293,108 shares
    Change vs previous 13F +6,930 shares

    14.22% of the 13F portfolio, value $24,775,945.

    13F-HR 0002072075-26-000016 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,286,178 shares
    Change vs previous 13F +27,487 shares

    14.94% of the 13F portfolio, value $24,797,520.

    13F-HR 0002072075-26-000015 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,258,691 shares
    Change vs previous 13F -1,112 shares

    16.71% of the 13F portfolio, value $24,620,001.

    13F-HR 0002072075-26-000014 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,259,803 shares
    Change vs previous 13F -22,347 shares

    17.28% of the 13F portfolio, value $23,533,121.

    13F-HR 0002072075-26-000019 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,282,150 shares
    Change vs previous 13F not available

    17.52% of the 13F portfolio, value $22,745,335.

    13F-HR 0002072075-26-000013 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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