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TITLEIST ASSET MANAGEMENT, LLC: IVLU position timeline

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

TITLEIST ASSET MANAGEMENT, LLC held 312,323 IVLU shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 312,323 shares
    Change vs previous 13F +4,404 shares

    0.87% of the 13F portfolio, value $13,395,529.

    13F-HR 0001104659-26-114574 filed by TITLEIST ASSET MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 307,919 shares
    Change vs previous 13F +13,313 shares

    0.87% of the 13F portfolio, value $12,877,168.

    13F-HR 0001104659-26-084993 filed by TITLEIST 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 ended2026-03-31
    13F 294,606 shares
    Change vs previous 13F +30,485 shares

    0.88% of the 13F portfolio, value $11,689,954.

    13F-HR 0001104659-26-052537 filed by TITLEIST 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 ended2025-12-31
    13F 264,121 shares
    Change vs previous 13F +11,438 shares

    0.81% of the 13F portfolio, value $10,049,787.

    13F-HR 0001104659-26-014097 filed by TITLEIST 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 ended2025-09-30
    13F 252,683 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,965,177.

    13F-HR 0001104659-25-106756 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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