Position in INV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$154,432
+$35,334 QoQ
Shares Held
30,460
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#8
of 26 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Quantum Financial Advisors, LLC holds $888,620 across 3 Asset Management names. INV ranks #3 (17.4% of the industry book) .
All Filings in INV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,432 | 30,460 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $119,098 | 30,460 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||