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Disclosery

Buckley Wealth Management, LLC: IVZ position timeline

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

Buckley Wealth Management, LLC held 57,185 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,185 shares
    Change vs previous 13F +225 shares

    0.37% of the 13F portfolio, value $1,509,114.

    13F-HR 0001172661-26-003164 filed by Buckley Wealth Management, 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 56,960 shares
    Change vs previous 13F -1,900 shares

    0.35% of the 13F portfolio, value $1,383,559.

    13F-HR 0001172661-26-001762 filed by Buckley Wealth Management, 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 58,860 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,546,252.

    13F-HR 0001172661-26-000641 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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