Lauterbach Financial Advisors, LLC
Holdings in INVZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $27,526 | 32,270 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $65,830 | 32,270 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $52,922 | 32,270 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $21,040 | 32,270 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $66,813 | 39,770 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $32,929 | 39,770 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $36,906 | 39,770 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $53,689 | 39,770 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $90,498 | 35,770 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $69,751 | 35,770 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $101,586 | 35,770 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $111,685 | 31,910 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $125,406 | 31,910 | Shares | Sole | 2023-01-26 |
| 2022-09-30 | $166,251 | 31,910 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $125,087 | 31,910 | Shares | Sole | 2022-07-29 |
| 2022-03-31 | $140,130 | 38,710 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $145,820 | 23,000 | Shares | Sole | 2022-02-08 |