Abel Hall, LLC IVVD β€” INVIVYD INC

Ownership history in Abel Hall, LLC  Β·  3 quarters on record

AI Ownership Summary

Abel Hall, LLC reported INVIVYD INC (IVVD) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows IVVD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IVVD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abel Hall, LLC's position in INVIVYD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IVVD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abel Hall, LLC held IVVD β€” position size vs. price
% of Fund (quarterly)    IVVD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 30,772 +20,168 +190.2% 0.00% $27K 2026-07-24 $nan
2025 Q2 ADDED β€” β€” β€” 10,604 +530 +5.3% 0.00% $8K 2025-07-23 $0.80
2025 Q1 INITIATED β€” β€” β€” 10,074 β€” β€” 0.00% $6K 2025-05-06 $0.53

FAQ About Abel Hall, LLC and IVVD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abel Hall, LLC reported owning IVVD?

Abel Hall, LLC reported IVVD across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported IVVD position in Abel Hall, LLC's portfolio?

The largest reported portfolio weight for IVVD was 0.00% in 2026 Q2.

What is the latest reported IVVD position on this page?

The most recent filing on this page is 2026 Q2, when Abel Hall, LLC reported 30,772 shares, equal to 0.00% of portfolio, with an estimated market value of $27K.

What does the chart on this IVVD ownership page compare?

The chart compares Abel Hall, LLC's quarterly IVVD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Abel Hall, LLC Holdings