Skip to content
Disclosery

Y-Intercept (Hong Kong) Ltd: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Y-Intercept (Hong Kong) Ltd on IVZ, newest first. How the timeline and the estimate are built.

Y-Intercept (Hong Kong) Ltd held 208,808 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,808 shares
    Change vs previous 13F -73,883 shares

    0.11% of the 13F portfolio, value $5,510,443.

    13F-HR 0001772875-26-000008 filed by Y-Intercept (Hong Kong) Ltd
    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 282,691 shares
    Change vs previous 13F +33,079 shares

    0.13% of the 13F portfolio, value $6,866,564.

    13F-HR 0001772875-26-000005 filed by Y-Intercept (Hong Kong) Ltd
    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 249,612 shares
    Change vs previous 13F +148,128 shares

    0.15% of the 13F portfolio, value $6,557,307.

    13F-HR 0001772875-26-000002 filed by Y-Intercept (Hong Kong) Ltd
    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 101,484 shares
    Change vs previous 13F -128,768 shares

    0.06% of the 13F portfolio, value $2,328,043.

    13F-HR 0001772875-25-000030 filed by Y-Intercept (Hong Kong) Ltd
    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 230,252 shares
    Change vs previous 13F +138,752 shares

    0.09% of the 13F portfolio, value $3,631,074.

    13F-HR 0001772875-25-000024 filed by Y-Intercept (Hong Kong) Ltd
    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 91,500 shares
    Change vs previous 13F +43,077 shares

    0.09% of the 13F portfolio, value $1,388,055.

    13F-HR 0001772875-25-000019 filed by Y-Intercept (Hong Kong) Ltd
    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 48,423 shares
    Change vs previous 13F -46,089 shares

    0.06% of the 13F portfolio, value $846,434.

    13F-HR 0001420506-25-000115 filed by Y-Intercept (Hong Kong) Ltd
    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 94,512 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,659,631.

    13F-HR 0001420506-24-002587 filed by Y-Intercept (Hong Kong) Ltd
    Filed (acceptance time not in the bulk data set), ingested

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