Skip to content
Disclosery

Dorsey & Whitney Trust CO LLC: IVZ position timeline

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

Dorsey & Whitney Trust CO LLC held 9,276 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 9,276 shares
    Change vs previous 13F +386 shares

    0.01% of the 13F portfolio, value $244,794.

    13F-HR 0001062993-26-004398 filed by Dorsey & Whitney Trust CO 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 8,890 shares
    Change vs previous 13F +287 shares

    0.01% of the 13F portfolio, value $215,938.

    13F-HR 0001062993-26-002606 filed by Dorsey & Whitney Trust CO 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 8,603 shares
    Change vs previous 13F +8,603 shares

    0.01% of the 13F portfolio, value $226,000.

    13F-HR 0001062993-26-000798 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -13,289 shares

    13F-HR 0001062993-25-014027 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 13,289 shares
    Change vs previous 13F -58 shares

    0.01% of the 13F portfolio, value $201,593.

    13F-HR 0001062993-25-009319 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,347 shares
    Change vs previous 13F +482 shares

    0.01% of the 13F portfolio, value $233,306.

    13F-HR 0001062993-25-001820 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 12,865 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $225,909.

    13F-HR 0001062993-24-018838 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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