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Disclosery

Kendall Capital Management: IVZ position timeline

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

Kendall Capital Management held 18,650 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,650 shares
    Change vs previous 13F -275 shares

    0.08% of the 13F portfolio, value $492,174.

    13F-HR 0001731372-26-000004 filed by Kendall Capital Management
    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 18,925 shares
    Change vs previous 13F -400 shares

    0.09% of the 13F portfolio, value $459,688.

    13F-HR 0001731372-26-000002 filed by Kendall Capital Management
    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 19,325 shares
    Change vs previous 13F -250 shares

    0.11% of the 13F portfolio, value $507,668.

    13F-HR 0001731372-26-000001 filed by Kendall Capital Management
    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 19,575 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $449,050.

    13F-HR 0001731372-25-000006 filed by Kendall Capital Management
    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 19,575 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $308,698.

    13F-HR 0001731372-25-000004 filed by Kendall Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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