Skip to content
Disclosery

CACTI ASSET MANAGEMENT LLC: IVZ position timeline

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

CACTI ASSET MANAGEMENT LLC held 175,180 IVZ shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 175,180 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $5,328,976.

    13F-HR 0001104659-26-112606 filed by CACTI ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 175,180 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $4,623,000.

    13F-HR 0001104659-26-079776 filed by CACTI ASSET 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 ended2026-03-31
    13F 175,180 shares
    Change vs previous 13F -3,000 shares

    0.26% of the 13F portfolio, value $4,255,122.

    13F-HR 0001104659-26-043503 filed by CACTI ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 178,180 shares
    Change vs previous 13F -14,450 shares

    0.29% of the 13F portfolio, value $4,782,351.

    13F-HR 0001104659-26-000062 filed by CACTI ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 192,630 shares
    Change vs previous 13F -140,387 shares

    0.29% of the 13F portfolio, value $4,376,554.

    13F-HR 0001104659-25-095515 filed by CACTI ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 333,017 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $5,228,367.

    13F-HR 0001104659-25-064829 filed by CACTI ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 333,017 shares
    Change vs previous 13F +6,736 shares

    0.39% of the 13F portfolio, value $5,058,528.

    13F-HR 0001104659-25-030456 filed by CACTI ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 326,281 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,703,392.

    13F-HR 0001104659-25-000190 filed by CACTI ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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