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Poehling Capital Management, INC.: IVZ position timeline

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

Poehling Capital Management, INC. held 251,429 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,429 shares
    Change vs previous 13F -1,570 shares

    1.42% of the 13F portfolio, value $6,635,211.

    13F-HR 0001104659-26-084984 filed by Poehling Capital Management, INC.
    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 252,999 shares
    Change vs previous 13F -382 shares

    1.29% of the 13F portfolio, value $6,145,346.

    13F-HR 0001104659-26-046126 filed by Poehling Capital Management, INC.
    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 253,381 shares
    Change vs previous 13F -462 shares

    1.36% of the 13F portfolio, value $6,656,319.

    13F-HR 0001104659-26-011330 filed by Poehling Capital Management, INC.
    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 253,843 shares
    Change vs previous 13F -1,742 shares

    1.22% of the 13F portfolio, value $5,823,158.

    13F-HR 0001104659-25-106807 filed by Poehling Capital Management, INC.
    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 255,585 shares
    Change vs previous 13F +824 shares

    0.94% of the 13F portfolio, value $4,030,575.

    13F-HR 0001104659-25-075984 filed by Poehling Capital Management, INC.
    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 254,761 shares
    Change vs previous 13F +406 shares

    0.98% of the 13F portfolio, value $3,864,724.

    13F-HR 0001104659-25-043863 filed by Poehling Capital Management, INC.
    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 254,355 shares
    Change vs previous 13F -512 shares

    1.09% of the 13F portfolio, value $4,446,125.

    13F-HR 0001104659-25-014411 filed by Poehling Capital Management, INC.
    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 254,867 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $4,475,465.

    13F-HR 0001104659-24-117406 filed by Poehling Capital Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

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