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Disclosery

MCF Advisors LLC: IVZ position timeline

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

MCF Advisors LLC held 6,782 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,782 shares
    Change vs previous 13F +930 shares

    0.01% of the 13F portfolio, value $178,979.

    13F-HR 0001602905-26-000008 filed by MCF Advisors 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 5,852 shares
    Change vs previous 13F +1,044 shares

    0.01% of the 13F portfolio, value $142,134.

    13F-HR 0001602905-26-000004 filed by MCF Advisors 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 4,808 shares
    Change vs previous 13F -1,281 shares

    0.01% of the 13F portfolio, value $126,300.

    13F-HR 0001602905-26-000001 filed by MCF Advisors 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 6,089 shares
    Change vs previous 13F +2,913 shares

    0.01% of the 13F portfolio, value $139,679.

    13F-HR 0001602905-25-000007 filed by MCF Advisors 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 3,176 shares
    Change vs previous 13F -2,984 shares

    <0.01% of the 13F portfolio, value $50,080.

    13F-HR 0001602905-25-000004 filed by MCF Advisors 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 6,160 shares
    Change vs previous 13F -136 shares

    0.01% of the 13F portfolio, value $93,441.

    13F-HR 0001602905-25-000003 filed by MCF Advisors LLC
    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 6,296 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $110,050.

    13F-HR 0001602905-25-000001 filed by MCF Advisors LLC
    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 6,317 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $110,935.

    13F-HR 0001602905-24-000007 filed by MCF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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