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Disclosery

SYON CAPITAL LLC: IVZ position timeline

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

SYON CAPITAL LLC held 24,529 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,529 shares
    Change vs previous 13F +2,388 shares

    0.03% of the 13F portfolio, value $647,320.

    13F-HR 0001765380-26-000390 filed by SYON CAPITAL 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 22,141 shares
    Change vs previous 13F +1,392 shares

    0.03% of the 13F portfolio, value $537,805.

    13F-HR 0001765380-26-000209 filed by SYON CAPITAL 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 20,749 shares
    Change vs previous 13F +1,884 shares

    0.03% of the 13F portfolio, value $545,076.

    13F-HR 0001765380-26-000097 filed by SYON CAPITAL 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 18,865 shares
    Change vs previous 13F +3,796 shares

    0.02% of the 13F portfolio, value $432,763.

    13F-HR 0001765380-25-000446 filed by SYON CAPITAL 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 15,069 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $237,638.

    13F-HR 0001765380-25-000375 filed by SYON CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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