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Disclosery

MAI Capital Management: IVZ position timeline

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

MAI Capital Management held 40,496 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 40,496 shares
    Change vs previous 13F +18,242 shares

    <0.01% of the 13F portfolio, value $1,068,690.

    13F-HR 0001172661-26-003680 filed by MAI 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 22,254 shares
    Change vs previous 13F +6,275 shares

    <0.01% of the 13F portfolio, value $540,550.

    13F-HR 0001040197-26-000002 filed by MAI 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 15,979 shares
    Change vs previous 13F -2,006 shares

    <0.01% of the 13F portfolio, value $419,769.

    13F-HR 0001040197-26-000001 filed by MAI 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 17,985 shares
    Change vs previous 13F +677 shares

    <0.01% of the 13F portfolio, value $412,576.

    13F-HR 0001040197-25-000006 filed by MAI 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 17,308 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $272,948.

    13F-HR 0001040197-25-000005 filed by MAI Capital 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 17,496 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $265,415.

    13F-HR 0001040197-25-000002 filed by MAI Capital 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 17,579 shares
    Change vs previous 13F -97 shares

    <0.01% of the 13F portfolio, value $307,281.

    13F-HR 0001040197-25-000001 filed by MAI Capital 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 17,676 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,391.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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