Skip to content
Disclosery

Wise Wealth Partners: IVLU position timeline

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

Wise Wealth Partners held 34,107 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,107 shares
    Change vs previous 13F +13,150 shares

    2.42% of the 13F portfolio, value $1,426,334.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 20,957 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $831,584.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 20,957 shares
    Change vs previous 13F +89 shares

    1.14% of the 13F portfolio, value $797,424.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 20,868 shares
    Change vs previous 13F -365 shares

    1.13% of the 13F portfolio, value $740,411.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 21,233 shares
    Change vs previous 13F +9 shares

    1.17% of the 13F portfolio, value $698,367.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 21,224 shares
    Change vs previous 13F -123 shares

    1.54% of the 13F portfolio, value $643,303.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 21,347 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $578,721.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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