Skip to content
Disclosery

W ADVISORS, LLC: IVLU position timeline

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

W ADVISORS, LLC held 39,108 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,108 shares
    Change vs previous 13F -155 shares

    0.74% of the 13F portfolio, value $1,635,496.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 39,263 shares
    Change vs previous 13F -12 shares

    0.8% of the 13F portfolio, value $1,557,956.

    13F-HR 0001172661-26-001570 filed by W ADVISORS, 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 39,275 shares
    Change vs previous 13F -71 shares

    0.75% of the 13F portfolio, value $1,494,414.

    13F-HR 0001172661-26-000770 filed by W ADVISORS, 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 39,346 shares
    Change vs previous 13F -134 shares

    0.74% of the 13F portfolio, value $1,395,996.

    13F-HR 0001172661-25-004935 filed by W ADVISORS, 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 39,480 shares
    Change vs previous 13F -177 shares

    0.74% of the 13F portfolio, value $1,298,497.

    13F-HR 0001172661-25-002933 filed by W ADVISORS, 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 39,657 shares
    Change vs previous 13F +574 shares

    0.75% of the 13F portfolio, value $1,202,003.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 39,083 shares
    Change vs previous 13F -3,098 shares

    0.66% of the 13F portfolio, value $1,059,540.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, 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 42,181 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,245,605.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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