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Disclosery

Banyan Partners, LLC: IVZ position timeline

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

Banyan Partners, LLC held 76,615 IVZ shares at 2014-09-30 per its 13F-HR filed 2014-11-14.

the latest 13F is the newest step

  1. period ended2014-09-30
    13F 76,615 shares
    Change vs previous 13F +1,419 shares

    0.26% of the 13F portfolio, value $3,025,000.

    13F-HR 0001483499-14-000006 filed by Banyan Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-06-30
    13F 75,196 shares
    Change vs previous 13F +4,599 shares

    0.25% of the 13F portfolio, value $2,839,000.

    13F-HR 0001483499-14-000005 filed by Banyan Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-03-31
    13F 70,597 shares
    Change vs previous 13F +20,807 shares

    0.24% of the 13F portfolio, value $2,612,000.

    13F-HR 0001483499-14-000003 filed by Banyan Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2013-12-31
    13F 49,790 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,812,000.

    13F-HR 0001483499-14-000002 filed by Banyan Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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