Skip to content
Disclosery

Lebenthal Global Advisors, LLC: IVOO position timeline

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

Lebenthal Global Advisors, LLC held 49,355 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,355 shares
    Change vs previous 13F -31,545 shares

    0.87% of the 13F portfolio, value $6,435,860.

    13F-HR 0001172661-26-002954 filed by Lebenthal Global Advisors, 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 80,900 shares
    Change vs previous 13F +728 shares

    1.34% of the 13F portfolio, value $9,248,435.

    13F-HR 0001172661-26-001968 filed by Lebenthal Global Advisors, 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 80,172 shares
    Change vs previous 13F +2,046 shares

    1.38% of the 13F portfolio, value $8,963,189.

    13F-HR 0001172661-26-000362 filed by Lebenthal Global Advisors, 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 78,126 shares
    Change vs previous 13F +289 shares

    1.51% of the 13F portfolio, value $8,623,590.

    13F-HR 0001172661-25-004569 filed by Lebenthal Global Advisors, 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 77,837 shares
    Change vs previous 13F -941 shares

    1.53% of the 13F portfolio, value $8,171,293.

    13F-HR 0001172661-25-003363 filed by Lebenthal Global Advisors, 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 78,778 shares
    Change vs previous 13F +1,598 shares

    1.46% of the 13F portfolio, value $7,775,382.

    13F-HR 0001172661-25-001918 filed by Lebenthal Global Advisors, 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 77,180 shares
    Change vs previous 13F +17,801 shares

    1.49% of the 13F portfolio, value $8,142,517.

    13F-HR 0001172661-25-000303 filed by Lebenthal Global Advisors, 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 59,379 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $6,272,203.

    13F-HR 0001172661-24-004375 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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