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YOUSIF CAPITAL MANAGEMENT, LLC: IVZ position timeline

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

YOUSIF CAPITAL MANAGEMENT, LLC held 49,388 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,388 shares
    Change vs previous 13F -2,018 shares

    0.01% of the 13F portfolio, value $1,303,349.

    13F-HR 0001858789-26-000004 filed by YOUSIF CAPITAL MANAGEMENT, 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 51,406 shares
    Change vs previous 13F -1,525 shares

    0.01% of the 13F portfolio, value $1,248,652.

    13F-HR 0001858789-26-000003 filed by YOUSIF CAPITAL MANAGEMENT, 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 52,931 shares
    Change vs previous 13F -4,858 shares

    0.02% of the 13F portfolio, value $1,477,304.

    13F-HR 0001858789-26-000001 filed by YOUSIF CAPITAL MANAGEMENT, 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 57,789 shares
    Change vs previous 13F -7,671 shares

    0.01% of the 13F portfolio, value $1,325,680.

    13F-HR 0001858789-25-000008 filed by YOUSIF CAPITAL MANAGEMENT, 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 65,460 shares
    Change vs previous 13F +67 shares

    0.01% of the 13F portfolio, value $1,032,304.

    13F-HR 0001858789-25-000006 filed by YOUSIF CAPITAL MANAGEMENT, 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 65,393 shares
    Change vs previous 13F -372 shares

    0.01% of the 13F portfolio, value $992,012.

    13F-HR 0001858789-25-000003 filed by YOUSIF CAPITAL MANAGEMENT, 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 65,765 shares
    Change vs previous 13F -1,227 shares

    0.01% of the 13F portfolio, value $1,149,572.

    13F-HR 0001858789-25-000001 filed by YOUSIF CAPITAL MANAGEMENT, 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 66,992 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,176,380.

    13F-HR 0001858789-24-000009 filed by YOUSIF CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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