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Disclosery

GUGGENHEIM CAPITAL LLC: IVZ position timeline

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

GUGGENHEIM CAPITAL LLC held 21,411 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,411 shares
    Change vs previous 13F -29,289 shares

    <0.01% of the 13F portfolio, value $565,036.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL 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 50,700 shares
    Change vs previous 13F +1,111 shares

    0.01% of the 13F portfolio, value $1,231,503.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL 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 49,589 shares
    Change vs previous 13F +5,149 shares

    0.01% of the 13F portfolio, value $1,302,703.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL 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 44,440 shares
    Change vs previous 13F +5,385 shares

    0.01% of the 13F portfolio, value $1,019,454.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL 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 39,055 shares
    Change vs previous 13F -54,182 shares

    <0.01% of the 13F portfolio, value $615,897.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL 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 93,237 shares
    Change vs previous 13F +30,912 shares

    0.01% of the 13F portfolio, value $1,414,405.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL 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 62,325 shares
    Change vs previous 13F -22,966 shares

    0.01% of the 13F portfolio, value $1,089,441.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL 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 85,291 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,497,710.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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