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Disclosery

Kera Capital Partners, Inc.: IVZ position timeline

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

Kera Capital Partners, Inc. held 24,980 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,980 shares
    Change vs previous 13F +988 shares

    0.06% of the 13F portfolio, value $659,222.

    13F-HR 0001986152-26-000148 filed by Kera Capital Partners, 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 23,992 shares
    Change vs previous 13F +484 shares

    0.07% of the 13F portfolio, value $582,764.

    13F-HR 0001986152-26-000062 filed by Kera Capital Partners, 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 23,508 shares
    Change vs previous 13F -692 shares

    0.08% of the 13F portfolio, value $641,526.

    13F-HR 0001986152-26-000046 filed by Kera Capital Partners, 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 24,200 shares
    Change vs previous 13F +1,824 shares

    0.08% of the 13F portfolio, value $555,137.

    13F-HR 0002040353-25-000006 filed by Kera Capital Partners, 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 22,376 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $352,875.

    13F-HR 0002040353-25-000004 filed by Kera Capital Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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