CARY STREET PARTNERS ASSET MANAGEMENT LLC: IVLU position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 13,519 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 13,519 shares
Change vs previous 13F -1,034 shares
0.01% of the 13F portfolio, value $565,365.
13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 56 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,463 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,553 shares
Change vs previous 13F -3,146 shares
0.01% of the 13F portfolio, value $577,463.
13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 1,592 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12,961 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 17,699 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $673,447.
13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 1,592 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 16,107 shares
Acceptance time not in the bulk data set (spec §4.2).