Skip to content
Disclosery

Mount Lucas Management LP: IVZ position timeline

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

Mount Lucas Management LP held 105,719 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,719 shares
    Change vs previous 13F +26,026 shares

    0.99% of the 13F portfolio, value $2,789,924.

    13F-HR 0001140361-26-031910 filed by Mount Lucas Management LP
    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 79,693 shares
    Change vs previous 13F +32,133 shares

    0.71% of the 13F portfolio, value $1,935,743.

    13F-HR 0001140361-26-019022 filed by Mount Lucas Management LP
    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 47,560 shares
    Change vs previous 13F +751 shares

    0.55% of the 13F portfolio, value $1,249,401.

    13F-HR 0001140361-26-003806 filed by Mount Lucas Management LP
    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 46,809 shares
    Change vs previous 13F -895 shares

    0.48% of the 13F portfolio, value $1,073,798.

    13F-HR 0001140361-25-041412 filed by Mount Lucas Management LP
    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 47,704 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $752,292.

    13F-HR 0001140361-25-030098 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

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