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RITHOLTZ WEALTH MANAGEMENT: IVZ position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 12,124 IVZ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 12,124 shares
    Change vs previous 13F +769 shares

    <0.01% of the 13F portfolio, value $319,949.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 11,355 shares
    Change vs previous 13F +1,936 shares

    <0.01% of the 13F portfolio, value $275,810.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 9,419 shares
    Change vs previous 13F +644 shares

    <0.01% of the 13F portfolio, value $247,440.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 8,775 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,301.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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