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Disclosery

TRUST POINT INC.: IVLU position timeline

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

TRUST POINT INC. held 200,579 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,579 shares
    Change vs previous 13F +10,264 shares

    0.71% of the 13F portfolio, value $8,388,217.

    13F-HR 0001635633-26-000005 filed by TRUST POINT INC.
    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 190,315 shares
    Change vs previous 13F -248,576 shares

    0.66% of the 13F portfolio, value $7,551,704.

    13F-HR 0001635633-26-000004 filed by TRUST POINT INC.
    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 438,891 shares
    Change vs previous 13F +5,594 shares

    1.32% of the 13F portfolio, value $16,699,805.

    13F-HR 0001635633-26-000001 filed by TRUST POINT INC.
    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 433,297 shares
    Change vs previous 13F +95,259 shares

    1.24% of the 13F portfolio, value $15,373,378.

    13F-HR 0001635633-25-000009 filed by TRUST POINT INC.
    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 338,038 shares
    Change vs previous 13F +71,835 shares

    1.05% of the 13F portfolio, value $11,118,070.

    13F-HR 0001635633-25-000004 filed by TRUST POINT INC.
    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 266,203 shares
    Change vs previous 13F -297,492 shares

    0.74% of the 13F portfolio, value $8,068,615.

    13F-HR 0001635633-25-000003 filed by TRUST POINT INC.
    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 563,695 shares
    Change vs previous 13F +453,599 shares

    1.06% of the 13F portfolio, value $15,281,770.

    13F-HR 0001635633-25-000001 filed by TRUST POINT INC.
    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 110,096 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,251,133.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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