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Disclosery

SIGNATUREFD, LLC: IVZ position timeline

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

SIGNATUREFD, LLC held 15,116 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,116 shares
    Change vs previous 13F +3,257 shares

    0.01% of the 13F portfolio, value $398,910.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 11,859 shares
    Change vs previous 13F +1,541 shares

    <0.01% of the 13F portfolio, value $288,060.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 10,318 shares
    Change vs previous 13F -939 shares

    <0.01% of the 13F portfolio, value $271,041.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 11,257 shares
    Change vs previous 13F +443 shares

    <0.01% of the 13F portfolio, value $258,243.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 10,814 shares
    Change vs previous 13F -7,449 shares

    <0.01% of the 13F portfolio, value $170,543.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 18,263 shares
    Change vs previous 13F -946 shares

    0.01% of the 13F portfolio, value $277,055.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, LLC
    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 19,209 shares
    Change vs previous 13F -1,102 shares

    0.01% of the 13F portfolio, value $335,770.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 20,311 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $356,667.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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