IVT β€” INVENTRUST PPTYS CORP

Ownership history in Ameritas Advisory Services, LLC  Β·  2 quarters on record

AI Ownership Summary

Ameritas Advisory Services, LLC reported INVENTRUST PPTYS CORP (IVT) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows IVT 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 IVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameritas Advisory Services, LLC's position in INVENTRUST PPTYS CORP, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 Ameritas Advisory Services, LLC held IVT β€” position size vs. price
% of Fund (quarterly)    IVT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15 -167 -91.8% 0.00% $422 2025-11-06 $26.87
2025 Q2 INITIATED 182 β€” β€” 0.00% $5K 2025-07-21 $26.54

FAQ About Ameritas Advisory Services, LLC and IVT

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

How long has Ameritas Advisory Services, LLC reported owning IVT?

Ameritas Advisory Services, LLC reported IVT across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported IVT position in Ameritas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for IVT was 0.00% in 2025 Q2.

What is the latest reported IVT position on this page?

The most recent filing on this page is 2025 Q3, when Ameritas Advisory Services, LLC reported 15 shares, equal to 0.00% of portfolio, with an estimated market value of $422.

What does the chart on this IVT ownership page compare?

The chart compares Ameritas Advisory Services, LLC's quarterly IVT 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.

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