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REGENTATLANTIC CAPITAL LLC: IVZ position timeline

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

REGENTATLANTIC CAPITAL LLC held 11,498 IVZ shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 11,498 shares
    Change vs previous 13F +11,498 shares

    <0.01% of the 13F portfolio, value $158,000.

    13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 0 shares
    Change vs previous 13F -7,566 shares

    13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
    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.

  3. period ended2021-06-30
    13F 7,566 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,000.

    13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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