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GAMMA Investing LLC: IVZ position timeline

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

GAMMA Investing LLC held 41,904 IVZ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,904 shares
    Change vs previous 13F +2,248 shares

    0.04% of the 13F portfolio, value $1,263,825.

    13F-HR 0002010235-26-000007 filed by GAMMA Investing LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,656 shares
    Change vs previous 13F +1,799 shares

    0.04% of the 13F portfolio, value $1,046,522.

    13F-HR 0002010235-26-000005 filed by GAMMA Investing LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 37,857 shares
    Change vs previous 13F +2,406 shares

    0.04% of the 13F portfolio, value $919,547.

    13F-HR 0002010235-26-000003 filed by GAMMA Investing LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,451 shares
    Change vs previous 13F +2,615 shares

    0.05% of the 13F portfolio, value $931,298.

    13F-HR 0002010235-26-000001 filed by GAMMA Investing LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,836 shares
    Change vs previous 13F +3,247 shares

    0.04% of the 13F portfolio, value $753,258.

    13F-HR 0002010235-25-000009 filed by GAMMA Investing LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,589 shares
    Change vs previous 13F +6,973 shares

    0.03% of the 13F portfolio, value $466,619.

    13F-HR 0002010235-25-000007 filed by GAMMA Investing LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 22,616 shares
    Change vs previous 13F +3,714 shares

    0.03% of the 13F portfolio, value $343,085.

    13F-HR/A 0002010235-25-000006 filed by GAMMA Investing LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,902 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $330,407.

    13F-HR 0002010235-25-000001 filed by GAMMA Investing LLC
    Filed (acceptance time not in the bulk data set), ingested

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