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Disclosery

Pallas Capital Advisors LLC: IVZ position timeline

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

Pallas Capital Advisors LLC held 40,602 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,602 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $1,071,487.

    13F-HR 0001951757-26-001193 filed by Pallas Capital 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 40,102 shares
    Change vs previous 13F -865 shares

    0.04% of the 13F portfolio, value $974,078.

    13F-HR 0001951757-26-000659 filed by Pallas Capital 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 40,967 shares
    Change vs previous 13F +4,620 shares

    0.04% of the 13F portfolio, value $1,076,203.

    13F-HR 0001951757-26-000081 filed by Pallas Capital 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 36,347 shares
    Change vs previous 13F +362 shares

    0.03% of the 13F portfolio, value $833,800.

    13F-HR 0001951757-25-001307 filed by Pallas Capital 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 35,985 shares
    Change vs previous 13F -16,666 shares

    0.02% of the 13F portfolio, value $567,483.

    13F-HR 0001951757-25-000599 filed by Pallas Capital 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 52,651 shares
    Change vs previous 13F +2,828 shares

    0.03% of the 13F portfolio, value $798,716.

    13F-HR 0001951757-25-000348 filed by Pallas Capital 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 49,823 shares
    Change vs previous 13F +5,889 shares

    0.04% of the 13F portfolio, value $870,906.

    13F-HR 0001951757-25-000010 filed by Pallas Capital 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 43,934 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $774,117.

    13F-HR 0001951757-24-001126 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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