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Disclosery

D.A. DAVIDSON & CO.: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on IVZ, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 129,898 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,898 shares
    Change vs previous 13F -74,899 shares

    0.02% of the 13F portfolio, value $3,428,027.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 204,797 shares
    Change vs previous 13F +8,124 shares

    0.03% of the 13F portfolio, value $4,974,537.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 196,673 shares
    Change vs previous 13F +18,279 shares

    0.03% of the 13F portfolio, value $5,166,604.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 178,394 shares
    Change vs previous 13F +32,785 shares

    0.03% of the 13F portfolio, value $4,092,360.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 145,609 shares
    Change vs previous 13F +98,147 shares

    0.02% of the 13F portfolio, value $2,296,254.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 47,462 shares
    Change vs previous 13F +755 shares

    0.01% of the 13F portfolio, value $719,999.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 46,707 shares
    Change vs previous 13F +677 shares

    0.01% of the 13F portfolio, value $816,438.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 46,030 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $808,287.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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