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AlphaGrep UK Ltd: IVZ position timeline

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

AlphaGrep UK Ltd held 33,812 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,812 shares
    Change vs previous 13F +16,276 shares

    0.27% of the 13F portfolio, value $892,299.

    13F-HR 0000919574-26-005373 filed by AlphaGrep UK Ltd
    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 17,536 shares
    Change vs previous 13F +8,302 shares

    0.13% of the 13F portfolio, value $425,949.

    13F-HR 0000919574-26-005139 filed by AlphaGrep UK Ltd
    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 9,234 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $242,577.

    13F-HR 0000919574-26-005096 filed by AlphaGrep UK Ltd
    Filed (acceptance time not in the bulk data set), ingested

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