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Disclosery

CWM, LLC: IVZ position timeline

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

CWM, LLC held 296,702 IVZ shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 296,702 shares
    Change vs previous 13F +61,370 shares

    0.02% of the 13F portfolio, value $7,206,887.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 235,332 shares
    Change vs previous 13F +37,345 shares

    0.02% of the 13F portfolio, value $6,182,000.

    13F-HR 0001580642-26-000404 filed by CWM, 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 197,987 shares
    Change vs previous 13F +72,038 shares

    0.01% of the 13F portfolio, value $4,542,000.

    13F-HR 0001580642-25-006592 filed by CWM, 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 125,949 shares
    Change vs previous 13F -37,485 shares

    0.01% of the 13F portfolio, value $1,986,000.

    13F-HR 0001580642-25-004473 filed by CWM, 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 163,434 shares
    Change vs previous 13F +862 shares

    0.01% of the 13F portfolio, value $2,479,000.

    13F-HR 0001580642-25-002731 filed by CWM, 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 162,572 shares
    Change vs previous 13F +57,393 shares

    0.01% of the 13F portfolio, value $2,842,000.

    13F-HR 0001580642-25-000735 filed by CWM, 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 105,179 shares
    Change vs previous 13F +90,981 shares

    0.01% of the 13F portfolio, value $1,847,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 14,198 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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