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HARMONY ASSET MANAGEMENT LLC: IVZ position timeline

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

HARMONY ASSET MANAGEMENT LLC held 96,651 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,651 shares
    Change vs previous 13F -1,493 shares

    0.68% of the 13F portfolio, value $2,550,611.

    13F-HR 0001104659-26-084977 filed by HARMONY ASSET MANAGEMENT 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 98,144 shares
    Change vs previous 13F +3,607 shares

    0.73% of the 13F portfolio, value $2,383,916.

    13F-HR 0001104659-26-055537 filed by HARMONY ASSET MANAGEMENT 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 94,537 shares
    Change vs previous 13F +3,607 shares

    0.83% of the 13F portfolio, value $2,483,487.

    13F-HR 0001104659-26-011362 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 90,930 shares
    Change vs previous 13F +8 shares

    0.72% of the 13F portfolio, value $2,085,932.

    13F-HR 0001104659-25-106777 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 90,922 shares
    Change vs previous 13F +18,512 shares

    0.54% of the 13F portfolio, value $1,433,838.

    13F-HR 0001104659-25-078435 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 72,410 shares
    Change vs previous 13F +1,010 shares

    0.46% of the 13F portfolio, value $1,098,462.

    13F-HR 0001104659-25-043141 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 71,400 shares
    Change vs previous 13F +10,000 shares

    0.49% of the 13F portfolio, value $1,248,072.

    13F-HR 0001104659-25-014410 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 61,400 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,078,184.

    13F-HR 0001104659-24-117939 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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