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Disclosery

Financial Sense Advisors, Inc.: IVZ position timeline

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

Financial Sense Advisors, Inc. held 0 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 0 shares
    Change vs previous 13F -158,255 shares

    13F-HR 0001358828-26-000003 filed by Financial Sense Advisors, Inc.
    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.

  2. period ended2026-03-31
    13F 158,255 shares
    Change vs previous 13F +118 shares

    0.78% of the 13F portfolio, value $3,844,024.

    13F-HR 0001358828-26-000002 filed by Financial Sense Advisors, 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 158,137 shares
    Change vs previous 13F +1,792 shares

    0.78% of the 13F portfolio, value $4,154,269.

    13F-HR 0001358828-26-000001 filed by Financial Sense Advisors, 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 156,345 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,586,555.

    13F-HR 0001358828-25-000005 filed by Financial Sense Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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