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Disclosery

Havemeyer Place LP: IVZ position timeline

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

Havemeyer Place LP held 78,644 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,644 shares
    Change vs previous 13F -51,575 shares

    0.2% of the 13F portfolio, value $2,075,415.

    13F-HR 0002026128-26-000003 filed by Havemeyer Place LP
    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 130,219 shares
    Change vs previous 13F +93,499 shares

    0.36% of the 13F portfolio, value $3,163,020.

    13F-HR 0002026128-26-000002 filed by Havemeyer Place LP
    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 36,720 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $964,634.

    13F-HR 0002026128-26-000001 filed by Havemeyer Place LP
    Filed (acceptance time not in the bulk data set), ingested

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