Skip to content
Disclosery

Holcombe Financial, Inc.: IVZ position timeline

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

Holcombe Financial, Inc. held 14,080 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,080 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $371,571.

    13F-HR 0002056177-26-000003 filed by Holcombe Financial, Inc.
    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 14,080 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $342,003.

    13F-HR 0002056177-26-000002 filed by Holcombe Financial, Inc.
    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 14,080 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $369,882.

    13F-HR 0002056177-26-000001 filed by Holcombe Financial, Inc.
    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 14,080 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $322,995.

    13F-HR 0002056177-25-000006 filed by Holcombe Financial, Inc.
    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 14,080 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $222,042.

    13F-HR 0002056177-25-000004 filed by Holcombe Financial, Inc.
    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 14,080 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $213,594.

    13F-HR 0002056177-25-000003 filed by Holcombe Financial, Inc.
    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 14,080 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $246,118.

    13F-HR 0002056177-25-000002 filed by Holcombe Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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