Skip to content
Disclosery

Jolley Asset Management, LLC: IVZ position timeline

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

Jolley Asset Management, LLC held 217,724 IVZ shares at 2020-03-31 per its 13F-HR filed 2020-04-15.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 217,724 shares
    Change vs previous 13F -3,433 shares

    1.52% of the 13F portfolio, value $1,977,000.

    13F-HR 0001398344-20-008049 filed by Jolley Asset 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 ended2019-12-31
    13F 221,157 shares
    Change vs previous 13F -16,442 shares

    2.26% of the 13F portfolio, value $3,976,000.

    13F-HR 0001398344-20-001193 filed by Jolley Asset 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 ended2019-09-30
    13F 237,599 shares
    Change vs previous 13F +2,893 shares

    2.62% of the 13F portfolio, value $4,025,000.

    13F-HR 0001398344-19-017910 filed by Jolley Asset 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 ended2019-06-30
    13F 234,706 shares
    Change vs previous 13F +1,212 shares

    3.08% of the 13F portfolio, value $4,802,000.

    13F-HR 0001398344-19-012240 filed by Jolley Asset 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 ended2019-03-31
    13F 233,494 shares
    Change vs previous 13F +6,569 shares

    3.26% of the 13F portfolio, value $4,509,000.

    13F-HR 0001398344-19-006620 filed by Jolley Asset 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 ended2018-12-31
    13F 226,925 shares
    Change vs previous 13F +214,925 shares

    2.91% of the 13F portfolio, value $3,799,000.

    13F-HR 0001398344-19-001101 filed by Jolley Asset 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 ended2018-09-30
    13F 12,000 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $275,000.

    13F-HR 0001398344-18-015072 filed by Jolley Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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