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Disclosery

LOUISBOURG INVESTMENTS INC.: IVZ position timeline

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

LOUISBOURG INVESTMENTS INC. held 7,250 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,250 shares
    Change vs previous 13F -1,425 shares

    0.04% of the 13F portfolio, value $191,327.

    13F-HR 0002053050-26-000003 filed by LOUISBOURG INVESTMENTS 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 8,675 shares
    Change vs previous 13F +1,200 shares

    0.04% of the 13F portfolio, value $210,716.

    13F-HR 0002053050-26-000002 filed by LOUISBOURG INVESTMENTS 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 7,475 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $196,368.

    13F-HR 0002053050-26-000001 filed by LOUISBOURG INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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