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Disclosery

Systematic Alpha Investments, LLC: IVZ position timeline

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

Systematic Alpha Investments, LLC held 126,193 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 126,193 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $3,330,233.

    13F-HR 0001806755-26-000006 filed by Systematic Alpha Investments, 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 126,193 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,065,228.

    13F-HR 0001806755-26-000005 filed by Systematic Alpha Investments, 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 126,193 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $3,315,090.

    13F-HR 0001806755-26-000001 filed by Systematic Alpha Investments, 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 126,193 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,894,868.

    13F-HR 0001806755-25-000008 filed by Systematic Alpha Investments, 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 126,193 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,990,064.

    13F-HR 0001806755-25-000005 filed by Systematic Alpha Investments, 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 126,193 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,914,348.

    13F-HR 0001806755-25-000003 filed by Systematic Alpha Investments, 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 126,193 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,205,854.

    13F-HR 0001806755-25-000001 filed by Systematic Alpha Investments, 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 126,193 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,215,949.

    13F-HR 0001806755-24-000005 filed by Systematic Alpha Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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