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Disclosery

VALUEWORKS LLC: IVZ position timeline

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

VALUEWORKS LLC held 0 IVZ shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -90,614 shares

    13F-HR 0001282189-26-000002 filed by VALUEWORKS 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.

  2. period ended2025-12-31
    13F 90,614 shares
    Change vs previous 13F -4,315 shares

    0.63% of the 13F portfolio, value $2,380,433.

    13F-HR 0001282189-26-000001 filed by VALUEWORKS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 94,929 shares
    Change vs previous 13F -3,117 shares

    0.63% of the 13F portfolio, value $2,177,668.

    13F-HR 0001282189-25-000006 filed by VALUEWORKS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 98,046 shares
    Change vs previous 13F -1,780 shares

    0.51% of the 13F portfolio, value $1,546,185.

    13F-HR 0001282189-25-000004 filed by VALUEWORKS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 99,826 shares
    Change vs previous 13F -107,565 shares

    0.57% of the 13F portfolio, value $1,514,360.

    13F-HR 0001282189-25-000002 filed by VALUEWORKS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 207,391 shares
    Change vs previous 13F -39,838 shares

    1.21% of the 13F portfolio, value $3,625,195.

    13F-HR 0001282189-25-000001 filed by VALUEWORKS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 247,229 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $4,341,000.

    13F-HR 0001282189-24-000004 filed by VALUEWORKS LLC
    Filed (acceptance time not in the bulk data set), ingested

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