WMG Financial Advisors, LLC: INVZ position timeline

WMG Financial Advisors, LLC held 57,850 INVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 57,850 shares

   Change vs previous 13F +13,000 shares

   0.02% of the 13F portfolio, value $44,035.

   13F-HR 0002085853-26-000819 filed by WMG Financial Advisors, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 44,850 shares

   Change vs previous 13F +44,850 shares

   0.01% of the 13F portfolio, value $28,368.

   13F-HR 0002085853-26-000472 filed by WMG Financial Advisors, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -36,117 shares

   13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 36,117 shares

   Change vs previous 13F +15,117 shares

   0.02% of the 13F portfolio, value $73,679.

   13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 21,000 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $34,440.

   13F-HR 0001667731-25-000945 filed by WMG Financial Advisors, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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