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HIGHLAND CAPITAL MANAGEMENT, LLC: IVZ position timeline

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

HIGHLAND CAPITAL MANAGEMENT, LLC held 73,495 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 73,495 shares
    Change vs previous 13F +100 shares

    0.09% of the 13F portfolio, value $1,939,533.

    13F-HR 0000860486-26-000005 filed by HIGHLAND CAPITAL 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 73,395 shares
    Change vs previous 13F -250 shares

    0.09% of the 13F portfolio, value $1,782,765.

    13F-HR 0000860486-26-000004 filed by HIGHLAND CAPITAL 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 73,645 shares
    Change vs previous 13F -8,455 shares

    0.1% of the 13F portfolio, value $1,934,654.

    13F-HR 0000860486-26-000002 filed by HIGHLAND CAPITAL 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 82,100 shares
    Change vs previous 13F +900 shares

    0.09% of the 13F portfolio, value $1,883,374.

    13F-HR 0000860486-25-000008 filed by HIGHLAND CAPITAL 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 81,200 shares
    Change vs previous 13F -2,045 shares

    0.07% of the 13F portfolio, value $1,280,524.

    13F-HR 0000860486-25-000005 filed by HIGHLAND CAPITAL 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 83,245 shares
    Change vs previous 13F -7,280 shares

    0.08% of the 13F portfolio, value $1,262,827.

    13F-HR 0000860486-25-000004 filed by HIGHLAND CAPITAL 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 90,525 shares
    Change vs previous 13F -3,025 shares

    0.09% of the 13F portfolio, value $1,582,377.

    13F-HR 0000860486-25-000002 filed by HIGHLAND CAPITAL 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 93,550 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,642,738.

    13F-HR 0000860486-24-000005 filed by HIGHLAND CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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