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TSA Wealth Managment LLC: IVLU position timeline

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

TSA Wealth Managment LLC held 73,838 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,838 shares
    Change vs previous 13F -2,038 shares

    0.87% of the 13F portfolio, value $3,087,905.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 75,876 shares
    Change vs previous 13F -4,281 shares

    0.97% of the 13F portfolio, value $3,010,760.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 80,157 shares
    Change vs previous 13F -1,940 shares

    1.01% of the 13F portfolio, value $3,049,974.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 82,097 shares
    Change vs previous 13F -2,367 shares

    0.99% of the 13F portfolio, value $2,912,802.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 84,464 shares
    Change vs previous 13F +15,794 shares

    1.01% of the 13F portfolio, value $2,778,021.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 68,670 shares
    Change vs previous 13F +6,162 shares

    0.83% of the 13F portfolio, value $2,081,388.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 62,508 shares
    Change vs previous 13F +18,455 shares

    0.69% of the 13F portfolio, value $1,694,592.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 44,053 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,300,885.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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