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Disclosery

Vestment Financial LLC: IVAL position timeline

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

Vestment Financial LLC held 84,126 IVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,126 shares
    Change vs previous 13F +2,155 shares

    1.3% of the 13F portfolio, value $2,906,548.

    13F-HR 0002056705-26-000003 filed by Vestment Financial 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 81,971 shares
    Change vs previous 13F +4,166 shares

    1.37% of the 13F portfolio, value $2,904,669.

    13F-HR 0002056705-26-000002 filed by Vestment Financial 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 77,805 shares
    Change vs previous 13F +5,782 shares

    1.3% of the 13F portfolio, value $2,510,727.

    13F-HR 0002056705-26-000001 filed by Vestment Financial 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 72,023 shares
    Change vs previous 13F +4,620 shares

    1.25% of the 13F portfolio, value $2,183,027.

    13F-HR 0002056705-25-000002 filed by Vestment Financial 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 67,403 shares
    Change vs previous 13F +5,369 shares

    1.2% of the 13F portfolio, value $1,885,266.

    13F-HR 0001085146-25-003865 filed by Vestment Financial 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 62,034 shares
    Change vs previous 13F +9,132 shares

    1.14% of the 13F portfolio, value $1,587,141.

    13F-HR 0001085146-25-002094 filed by Vestment Financial 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 52,902 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,264,368.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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