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Prana Capital Management, LP: IVZ position timeline

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

Prana Capital Management, LP held 111,148 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,148 shares
    Change vs previous 13F +63,921 shares

    0.09% of the 13F portfolio, value $2,933,196.

    13F-HR 0001420506-26-001808 filed by Prana Capital Management, LP
    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 47,227 shares
    Change vs previous 13F -358,258 shares

    0.04% of the 13F portfolio, value $1,147,144.

    13F-HR 0001420506-26-001154 filed by Prana Capital Management, LP
    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 405,485 shares
    Change vs previous 13F -593,389 shares

    0.39% of the 13F portfolio, value $10,652,091.

    13F-HR 0001420506-26-000559 filed by Prana Capital Management, LP
    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 998,874 shares
    Change vs previous 13F +808,882 shares

    0.76% of the 13F portfolio, value $22,914,170.

    13F-HR 0001420506-25-003408 filed by Prana Capital Management, LP
    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 189,992 shares
    Change vs previous 13F +189,992 shares

    0.11% of the 13F portfolio, value $2,996,174.

    13F-HR 0001420506-25-002164 filed by Prana Capital Management, LP
    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 0 shares
    Change vs previous 13F -169,367 shares

    13F-HR 0001420506-25-001288 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 169,367 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,960,535.

    13F-HR 0001420506-25-000598 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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