Skip to content
Disclosery

CWM, LLC: IVLU position timeline

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

CWM, LLC held 15,757 IVLU shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 15,757 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $625,231.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 15,666 shares
    Change vs previous 13F +805 shares

    <0.01% of the 13F portfolio, value $596,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 14,861 shares
    Change vs previous 13F +212 shares

    <0.01% of the 13F portfolio, value $527,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 14,649 shares
    Change vs previous 13F +695 shares

    <0.01% of the 13F portfolio, value $482,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 13,954 shares
    Change vs previous 13F -566 shares

    <0.01% of the 13F portfolio, value $423,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 14,520 shares
    Change vs previous 13F -1,726 shares

    <0.01% of the 13F portfolio, value $394,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 16,246 shares
    Change vs previous 13F +3,016 shares

    <0.01% of the 13F portfolio, value $480,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 13,230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $363,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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