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Disclosery

VANCE WEALTH, LLC: IVLU position timeline

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

VANCE WEALTH, LLC held 79,232 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,232 shares
    Change vs previous 13F -2,232 shares

    0.75% of the 13F portfolio, value $3,313,482.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 81,464 shares
    Change vs previous 13F -3,876 shares

    0.93% of the 13F portfolio, value $3,232,491.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 85,340 shares
    Change vs previous 13F -3,065 shares

    0.96% of the 13F portfolio, value $3,247,187.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 88,405 shares
    Change vs previous 13F -277 shares

    0.96% of the 13F portfolio, value $3,136,609.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 88,682 shares
    Change vs previous 13F +7,425 shares

    0.98% of the 13F portfolio, value $2,916,751.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 81,257 shares
    Change vs previous 13F -1,644 shares

    0.93% of the 13F portfolio, value $2,462,900.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 82,901 shares
    Change vs previous 13F -3,190 shares

    0.87% of the 13F portfolio, value $2,247,446.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 86,091 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,542,267.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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