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Disclosery

Strategic Advisors LLC: IVZ position timeline

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

Strategic Advisors LLC held 7,500 IVZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,500 shares
    Change vs previous 13F +7,500 shares

    0.05% of the 13F portfolio, value $226,200.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -27,500 shares

    13F-HR 0001172661-25-003059 filed by Strategic 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.

  3. period ended2025-03-31
    13F 27,500 shares
    Change vs previous 13F -13,500 shares

    0.08% of the 13F portfolio, value $417,175.

    13F-HR 0001172661-25-001507 filed by Strategic 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 ended2024-12-31
    13F 41,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $716,680.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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