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KEYNOTE FINANCIAL SERVICES LLC: IVZ position timeline

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

KEYNOTE FINANCIAL SERVICES LLC held 11,244 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,244 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $296,729.

    13F-HR 0002026127-26-000003 filed by KEYNOTE FINANCIAL SERVICES 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 11,244 shares
    Change vs previous 13F -500 shares

    0.15% of the 13F portfolio, value $273,117.

    13F-HR 0002026127-26-000002 filed by KEYNOTE FINANCIAL SERVICES 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 11,744 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $308,515.

    13F-HR 0002026127-26-000001 filed by KEYNOTE FINANCIAL SERVICES 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 11,744 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $269,407.

    13F-HR 0002026127-25-000007 filed by KEYNOTE FINANCIAL SERVICES 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 11,744 shares
    Change vs previous 13F -347 shares

    0.12% of the 13F portfolio, value $185,203.

    13F-HR 0002026127-25-000003 filed by KEYNOTE FINANCIAL SERVICES 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 12,091 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $183,420.

    13F-HR 0002026127-25-000002 filed by KEYNOTE FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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