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Disclosery

Sanctuary Advisors, LLC: IVZ position timeline

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

Sanctuary Advisors, LLC held 32,340 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,340 shares
    Change vs previous 13F -1,034 shares

    <0.01% of the 13F portfolio, value $853,455.

    13F-HR 0001777271-26-000007 filed by Sanctuary Advisors, LLC
    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 33,374 shares
    Change vs previous 13F +14,317 shares

    <0.01% of the 13F portfolio, value $810,655.

    13F-HR 0001777271-26-000006 filed by Sanctuary Advisors, LLC
    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 19,057 shares
    Change vs previous 13F +1,467 shares

    <0.01% of the 13F portfolio, value $500,625.

    13F-HR 0001777271-26-000005 filed by Sanctuary Advisors, LLC
    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/A 17,590 shares
    Change vs previous 13F +975 shares

    <0.01% of the 13F portfolio, value $403,518.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary Advisors, LLC
    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 16,615 shares
    Change vs previous 13F +16,615 shares

    <0.01% of the 13F portfolio, value $262,025.

    13F-HR 0001777271-26-000002 filed by Sanctuary Advisors, LLC
    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 -28,777 shares

    13F-HR 0001777271-26-000001 filed by Sanctuary Advisors, 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.

  7. period ended2024-12-31
    13F 28,777 shares
    Change vs previous 13F -11,007 shares

    <0.01% of the 13F portfolio, value $553,096.

    13F-HR 0001777271-25-000001 filed by Sanctuary Advisors, LLC
    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 39,784 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $705,772.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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