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COZAD ASSET MANAGEMENT INC: IVZ position timeline

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

COZAD ASSET MANAGEMENT INC held 85,921 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,921 shares
    Change vs previous 13F +7,222 shares

    0.15% of the 13F portfolio, value $2,267,455.

    13F-HR 0000709428-26-000008 filed by COZAD ASSET MANAGEMENT INC
    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 78,699 shares
    Change vs previous 13F -3,339 shares

    0.15% of the 13F portfolio, value $1,911,599.

    13F-HR 0000709428-26-000006 filed by COZAD ASSET MANAGEMENT INC
    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 82,038 shares
    Change vs previous 13F +642 shares

    0.17% of the 13F portfolio, value $2,155,138.

    13F-HR 0000709428-26-000002 filed by COZAD ASSET MANAGEMENT INC
    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 81,396 shares
    Change vs previous 13F +1,746 shares

    0.15% of the 13F portfolio, value $1,867,224.

    13F-HR 0000709428-25-000014 filed by COZAD ASSET MANAGEMENT INC
    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/A 79,650 shares
    Change vs previous 13F -4,361 shares

    0.11% of the 13F portfolio, value $1,256,081.

    13F-HR/A 0000709428-25-000011 filed by COZAD ASSET MANAGEMENT INC
    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 84,011 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,274,447.

    13F-HR 0000709428-25-000004 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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