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Disclosery

AMALGAMATED BANK: IVZ position timeline

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

AMALGAMATED BANK held 72,890 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,890 shares
    Change vs previous 13F -14,402 shares

    0.01% of the 13F portfolio, value $1,924,000.

    13F-HR 0000919192-26-000004 filed by AMALGAMATED BANK
    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 87,292 shares
    Change vs previous 13F +2,024 shares

    0.02% of the 13F portfolio, value $2,120,000.

    13F-HR 0000919192-26-000003 filed by AMALGAMATED BANK
    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 85,268 shares
    Change vs previous 13F +4,792 shares

    0.02% of the 13F portfolio, value $2,240,000.

    13F-HR 0000919192-26-000001 filed by AMALGAMATED BANK
    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 80,476 shares
    Change vs previous 13F -1,804 shares

    0.01% of the 13F portfolio, value $1,846,000.

    13F-HR 0000919192-25-000010 filed by AMALGAMATED BANK
    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 82,280 shares
    Change vs previous 13F +1,070 shares

    0.01% of the 13F portfolio, value $1,298,000.

    13F-HR 0000919192-25-000005 filed by AMALGAMATED BANK
    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 81,210 shares
    Change vs previous 13F -1,174 shares

    0.01% of the 13F portfolio, value $1,232,000.

    13F-HR 0000919192-25-000004 filed by AMALGAMATED BANK
    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 82,384 shares
    Change vs previous 13F -1,735 shares

    0.01% of the 13F portfolio, value $1,440,000.

    13F-HR 0000919192-25-000003 filed by AMALGAMATED BANK
    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 84,119 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,477,000.

    13F-HR 0000919192-24-000007 filed by AMALGAMATED BANK
    Filed (acceptance time not in the bulk data set), ingested

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