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Disclosery

HB Wealth Management, LLC: IVZ position timeline

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

HB Wealth Management, LLC held 35,100 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,100 shares
    Change vs previous 13F +9,571 shares

    0.01% of the 13F portfolio, value $926,289.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 25,529 shares
    Change vs previous 13F +7,154 shares

    <0.01% of the 13F portfolio, value $620,099.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 18,375 shares
    Change vs previous 13F +3,181 shares

    <0.01% of the 13F portfolio, value $482,711.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 15,194 shares
    Change vs previous 13F +1,524 shares

    <0.01% of the 13F portfolio, value $348,550.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 13,670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,589.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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