BALASA DINVERNO & FOLTZ LLC: IVZ position timeline

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

BALASA DINVERNO & FOLTZ LLC held 0 IVZ shares at 2022-06-30 per its 13F-HR filed 2022-08-09.

the latest 13F is the newest step

period ended2022-06-30
13F 0 shares
Change vs previous 13F -11,873 shares
13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 11,873 shares
Change vs previous 13F +2,630 shares
0.02% of the 13F portfolio, value $274,000.
13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 9,243 shares
Change vs previous 13F +498 shares
0.01% of the 13F portfolio, value $213,000.
13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 8,745 shares
Change vs previous 13F -998 shares
0.01% of the 13F portfolio, value $211,000.
13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2021-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 9,743 shares
Change vs previous 13F +412 shares
0.02% of the 13F portfolio, value $260,000.
13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2021-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 9,331 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $235,000.
13F-HR 0001308757-21-000004 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2021-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).