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Disclosery

IEQ CAPITAL, LLC: IVZ position timeline

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

IEQ CAPITAL, LLC held 847,307 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 847,307 shares
    Change vs previous 13F -67,077 shares

    0.1% of the 13F portfolio, value $22,360,446.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 914,384 shares
    Change vs previous 13F -1,459 shares

    0.1% of the 13F portfolio, value $22,210,395.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 915,843 shares
    Change vs previous 13F +89,484 shares

    0.07% of the 13F portfolio, value $24,059,192.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 826,359 shares
    Change vs previous 13F +289,395 shares

    0.06% of the 13F portfolio, value $18,956,674.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 536,964 shares
    Change vs previous 13F +179,810 shares

    0.05% of the 13F portfolio, value $8,467,920.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 357,154 shares
    Change vs previous 13F -133,088 shares

    0.04% of the 13F portfolio, value $5,418,036.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 490,242 shares
    Change vs previous 13F +423,621 shares

    0.08% of the 13F portfolio, value $8,569,424.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 66,621 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,169,868.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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