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Parallel Advisors, LLC: IVZ position timeline

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

Parallel Advisors, LLC held 4,638 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,638 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $122,398.

    13F-HR 0001690010-26-000005 filed by Parallel 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/A 4,699 shares
    Change vs previous 13F +310 shares

    <0.01% of the 13F portfolio, value $114,151.

    13F-HR/A 0001690010-26-000004 filed by Parallel 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 4,389 shares
    Change vs previous 13F +1,358 shares

    <0.01% of the 13F portfolio, value $115,302.

    13F-HR 0001690010-26-000001 filed by Parallel 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 3,031 shares
    Change vs previous 13F +472 shares

    <0.01% of the 13F portfolio, value $69,531.

    13F-HR 0001690010-25-000009 filed by Parallel 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 2,559 shares
    Change vs previous 13F -515 shares

    <0.01% of the 13F portfolio, value $40,355.

    13F-HR 0001690010-25-000005 filed by Parallel 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 3,074 shares
    Change vs previous 13F -578 shares

    <0.01% of the 13F portfolio, value $46,635.

    13F-HR 0001690010-25-000004 filed by Parallel 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 3,652 shares
    Change vs previous 13F +394 shares

    <0.01% of the 13F portfolio, value $63,837.

    13F-HR 0001690010-25-000002 filed by Parallel 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 3,258 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,210.

    13F-HR 0001690010-24-000009 filed by Parallel Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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