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CONTINENTAL ADVISORS LLC: IVZ position timeline

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

CONTINENTAL ADVISORS LLC held 91,690 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,690 shares
    Change vs previous 13F -6,000 shares

    1.42% of the 13F portfolio, value $2,419,699.

    13F-HR 0001172661-26-002821 filed by CONTINENTAL ADVISORS 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 97,690 shares
    Change vs previous 13F 0 shares

    1.47% of the 13F portfolio, value $2,372,890.

    13F-HR 0001172661-26-002090 filed by CONTINENTAL ADVISORS 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 97,690 shares
    Change vs previous 13F -19,000 shares

    1.66% of the 13F portfolio, value $2,566,316.

    13F-HR 0001172661-26-000657 filed by CONTINENTAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 116,690 shares
    Change vs previous 13F -15,000 shares

    1.81% of the 13F portfolio, value $2,676,869.

    13F-HR 0001172661-25-004556 filed by CONTINENTAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 131,690 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $2,076,751.

    13F-HR 0001172661-25-003667 filed by CONTINENTAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 131,690 shares
    Change vs previous 13F -38,600 shares

    1.48% of the 13F portfolio, value $1,997,737.

    13F-HR 0001172661-25-002413 filed by CONTINENTAL ADVISORS LLC
    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 170,290 shares
    Change vs previous 13F -4,650 shares

    2.26% of the 13F portfolio, value $2,976,669.

    13F-HR 0001172661-25-000864 filed by CONTINENTAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 174,940 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $3,071,946.

    13F-HR 0001172661-24-004874 filed by CONTINENTAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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