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Disclosery

NEOS Investment Management LLC: IVZ position timeline

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

NEOS Investment Management LLC held 75,600 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,600 shares
    Change vs previous 13F +5,926 shares

    0.01% of the 13F portfolio, value $1,995,084.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 69,674 shares
    Change vs previous 13F -5,174 shares

    0.01% of the 13F portfolio, value $1,692,381.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 74,848 shares
    Change vs previous 13F +18,069 shares

    0.01% of the 13F portfolio, value $1,966,257.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 56,779 shares
    Change vs previous 13F +16,926 shares

    0.01% of the 13F portfolio, value $1,302,511.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 39,853 shares
    Change vs previous 13F +7,393 shares

    0.01% of the 13F portfolio, value $628,481.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 32,460 shares
    Change vs previous 13F +6,254 shares

    0.01% of the 13F portfolio, value $492,418.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 26,206 shares
    Change vs previous 13F +6,221 shares

    0.01% of the 13F portfolio, value $458,081.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 19,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $350,937.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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