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Carrera Capital Advisors: IVZ position timeline

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

Carrera Capital Advisors held 9,542 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,542 shares
    Change vs previous 13F -1,108 shares

    0.04% of the 13F portfolio, value $251,808.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 10,650 shares
    Change vs previous 13F -817 shares

    0.04% of the 13F portfolio, value $258,681.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 11,467 shares
    Change vs previous 13F +408 shares

    0.05% of the 13F portfolio, value $301,246.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 11,059 shares
    Change vs previous 13F +119 shares

    0.05% of the 13F portfolio, value $253,694.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 10,940 shares
    Change vs previous 13F -68,553 shares

    0.03% of the 13F portfolio, value $172,525.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 79,493 shares
    Change vs previous 13F +10,781 shares

    0.27% of the 13F portfolio, value $1,205,904.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 68,712 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,201,088.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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