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Disclosery

ALGERT GLOBAL LLC: IVZ position timeline

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

ALGERT GLOBAL LLC held 225,407 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 225,407 shares
    Change vs previous 13F -51,190 shares

    0.07% of the 13F portfolio, value $5,948,491.

    13F-HR 0001275218-26-000017 filed by ALGERT GLOBAL LLC
    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/A 276,597 shares
    Change vs previous 13F -171,210 shares

    0.1% of the 13F portfolio, value $6,718,541.

    13F-HR/A 0001275218-26-000016 filed by ALGERT GLOBAL LLC
    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/A 447,807 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $11,763,890.

    13F-HR/A 0001275218-26-000015 filed by ALGERT GLOBAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 447,807 shares
    Change vs previous 13F -34,690 shares

    0.17% of the 13F portfolio, value $10,272,693.

    13F-HR/A 0001275218-26-000014 filed by ALGERT GLOBAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 482,497 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $7,608,978.

    13F-HR/A 0001275218-26-000013 filed by ALGERT GLOBAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 482,497 shares
    Change vs previous 13F -25,660 shares

    0.18% of the 13F portfolio, value $7,319,479.

    13F-HR/A 0001275218-26-000012 filed by ALGERT GLOBAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 508,157 shares
    Change vs previous 13F +26,887 shares

    0.21% of the 13F portfolio, value $8,882,584.

    13F-HR/A 0001275218-26-000011 filed by ALGERT GLOBAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 481,270 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,451,101.

    13F-HR/A 0001275218-26-000010 filed by ALGERT GLOBAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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