Holdings in IVT
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,600,522 |
56,736 |
-6.0%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$1,727,388 |
60,356 |
+665.8%
|
Shares |
Defined |
2025-11-14 |
| 2024-09-30 |
$223,583 |
7,881 |
-6.0%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$207,587 |
8,384 |
-91.0%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$2,382,854 |
92,682 |
+95.6%
|
Shares |
Defined |
2024-05-15 |
| 2023-06-30 |
$1,096,442 |
47,383 |
+12.3%
|
Shares |
Defined |
2023-08-14 |
| 2022-12-31 |
$998,850 |
42,199 |
+39.5%
|
Shares |
Defined |
2023-02-14 |
| 2021-12-31 |
$824,642 |
30,251 |
—
|
Shares |
Defined |
2022-02-14 |