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Disclosery

GREENLEAF TRUST: IVZ position timeline

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

GREENLEAF TRUST held 13,279 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,279 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $350,433.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 13,142 shares
    Change vs previous 13F +769 shares

    <0.01% of the 13F portfolio, value $319,219.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    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 12,373 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $325,039.

    13F-HR 0001162170-26-000002 filed by GREENLEAF TRUST
    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 12,396 shares
    Change vs previous 13F +263 shares

    <0.01% of the 13F portfolio, value $284,364.

    13F-HR 0001162170-25-000007 filed by GREENLEAF TRUST
    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 12,133 shares
    Change vs previous 13F -1,784 shares

    <0.01% of the 13F portfolio, value $191,337.

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    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 13,917 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $211,121.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 13,996 shares
    Change vs previous 13F -357 shares

    <0.01% of the 13F portfolio, value $244,650.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    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 14,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,039.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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