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Disclosery

Sterling Capital Management LLC: IVZ position timeline

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

Sterling Capital Management LLC held 21,698 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,698 shares
    Change vs previous 13F -73,395 shares

    0.01% of the 13F portfolio, value $572,610.

    13F-HR 0001398344-26-012836 filed by Sterling Capital Management 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 95,093 shares
    Change vs previous 13F +73,517 shares

    0.04% of the 13F portfolio, value $2,309,809.

    13F-HR 0001398344-26-006811 filed by Sterling Capital Management 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 21,576 shares
    Change vs previous 13F -925 shares

    0.01% of the 13F portfolio, value $566,802.

    13F-HR 0001398344-26-003032 filed by Sterling Capital Management 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 22,501 shares
    Change vs previous 13F -2,299 shares

    0.01% of the 13F portfolio, value $516,173.

    13F-HR 0001398344-25-020719 filed by Sterling Capital Management 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/A 24,800 shares
    Change vs previous 13F -48,072 shares

    0.01% of the 13F portfolio, value $391,096.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital Management 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 72,872 shares
    Change vs previous 13F -6,009 shares

    0.02% of the 13F portfolio, value $1,105,468.

    13F-HR 0001398344-25-009257 filed by Sterling Capital Management 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 78,881 shares
    Change vs previous 13F +64,951 shares

    0.02% of the 13F portfolio, value $1,378,840.

    13F-HR 0001398344-25-002700 filed by Sterling Capital Management 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 13,930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,611.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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