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LSV ASSET MANAGEMENT: IVR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LSV ASSET MANAGEMENT on IVR, newest first. How the timeline and the estimate are built.

LSV ASSET MANAGEMENT held 77,623 IVR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,623 shares
    Change vs previous 13F -757 shares

    <0.01% of the 13F portfolio, value $613,000.

    13F-HR 0001050470-26-000007 filed by LSV ASSET 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 78,380 shares
    Change vs previous 13F +10,570 shares

    <0.01% of the 13F portfolio, value $633,000.

    13F-HR 0001050470-26-000004 filed by LSV ASSET 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 67,810 shares
    Change vs previous 13F -5,949 shares

    <0.01% of the 13F portfolio, value $570,000.

    13F-HR 0001050470-26-000003 filed by LSV ASSET 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 73,759 shares
    Change vs previous 13F -7,848 shares

    <0.01% of the 13F portfolio, value $558,000.

    13F-HR 0001050470-25-000017 filed by LSV ASSET 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 81,607 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $640,000.

    13F-HR 0001050470-25-000010 filed by LSV ASSET MANAGEMENT
    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 81,607 shares
    Change vs previous 13F -1,854 shares

    <0.01% of the 13F portfolio, value $644,000.

    13F-HR 0001050470-25-000008 filed by LSV ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 83,461 shares
    Change vs previous 13F -2,410 shares

    <0.01% of the 13F portfolio, value $672,000.

    13F-HR 0001050470-25-000004 filed by LSV ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 85,871 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $806,000.

    13F-HR 0001050470-24-000016 filed by LSV ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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