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Invesco Ltd.: HZO position timeline

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

Invesco Ltd. held 460,372 HZO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 460,372 shares
    Change vs previous 13F -157,962 shares

    <0.01% of the 13F portfolio, value $16,858,822.

    13F-HR 0000914208-26-000343 filed by Invesco 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/A 618,334 shares
    Change vs previous 13F -17,039 shares

    <0.01% of the 13F portfolio, value $16,732,118.

    13F-HR 0000914208-26-000193 filed by Invesco 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/A 635,373 shares
    Change vs previous 13F -66,827 shares

    <0.01% of the 13F portfolio, value $15,395,088.

    13F-HR 0000914208-26-000071 filed by Invesco 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 702,200 shares
    Change vs previous 13F -13,878 shares

    <0.01% of the 13F portfolio, value $17,786,726.

    13F-HR 0000914208-25-000430 filed by Invesco 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 716,078 shares
    Change vs previous 13F +383,926 shares

    <0.01% of the 13F portfolio, value $18,002,201.

    13F-HR 0000914208-25-000341 filed by Invesco 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 332,152 shares
    Change vs previous 13F -15,329 shares

    <0.01% of the 13F portfolio, value $7,141,270.

    13F-HR 0000914208-25-000230 filed by Invesco 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 347,481 shares
    Change vs previous 13F +51,352 shares

    <0.01% of the 13F portfolio, value $10,059,574.

    13F-HR 0000914208-25-000103 filed by Invesco 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 296,129 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,444,470.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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