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Disclosery

Mork Capital Management, LLC: IVZ position timeline

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

Mork Capital Management, LLC held 73,400 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 73,400 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $1,937,026.

    13F-HR 0001626494-26-000007 filed by Mork Capital Management, 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 73,400 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $1,782,886.

    13F-HR 0001626494-26-000005 filed by Mork Capital Management, 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 73,400 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $1,928,218.

    13F-HR 0001626494-26-000003 filed by Mork Capital Management, 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 73,400 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $1,683,796.

    13F-HR 0001626494-25-000017 filed by Mork Capital Management, 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 73,400 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $1,157,518.

    13F-HR 0001626494-25-000009 filed by Mork Capital Management, 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 73,400 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,113,478.

    13F-HR 0001626494-25-000005 filed by Mork Capital Management, 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 73,400 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $1,283,032.

    13F-HR 0001626494-25-000003 filed by Mork Capital Management, 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 73,400 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,288,904.

    13F-HR 0001626494-24-000016 filed by Mork Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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