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Disclosery

ADVISORY RESEARCH INC: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on IVZ, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 50,775 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,775 shares
    Change vs previous 13F +494 shares

    0.13% of the 13F portfolio, value $1,339,952.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,281 shares
    Change vs previous 13F +6,420 shares

    0.15% of the 13F portfolio, value $1,221,325.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,861 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,152,228.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).