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Disclosery

Parcion Private Wealth LLC: IVZ position timeline

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

Parcion Private Wealth LLC held 10,048 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,048 shares
    Change vs previous 13F +1,361 shares

    0.01% of the 13F portfolio, value $265,167.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 8,687 shares
    Change vs previous 13F +803 shares

    0.01% of the 13F portfolio, value $211,007.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 7,884 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $207,113.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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