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Placemark Investments, Inc.: IVZ position timeline

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

Placemark Investments, Inc. held 76,553 IVZ shares at 2014-12-31 per its 13F-HR filed 2015-02-17.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 76,553 shares
    Change vs previous 13F -19,766 shares

    0.05% of the 13F portfolio, value $3,023,000.

    13F-HR 0001315726-15-000001 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-09-30
    13F 96,319 shares
    Change vs previous 13F -3,013 shares

    0.07% of the 13F portfolio, value $3,800,000.

    13F-HR 0001315726-14-000007 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 99,332 shares
    Change vs previous 13F -713 shares

    0.07% of the 13F portfolio, value $3,749,000.

    13F-HR 0001315726-14-000005 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 100,045 shares
    Change vs previous 13F -3,242 shares

    0.07% of the 13F portfolio, value $3,700,000.

    13F-HR 0001315726-14-000004 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-12-31
    13F 103,287 shares
    Change vs previous 13F -3,485 shares

    0.06% of the 13F portfolio, value $3,760,000.

    13F-HR 0001315726-14-000003 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 106,772 shares
    Change vs previous 13F +21,329 shares

    0.06% of the 13F portfolio, value $3,406,000.

    13F-HR 0001315726-13-000008 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-06-30
    13F 85,443 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,717,000.

    13F-HR 0001315726-13-000006 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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