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Disclosery

LGT Group Foundation: IVZ position timeline

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

LGT Group Foundation held 11,065 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,065 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $292,005.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 11,065 shares
    Change vs previous 13F -1,660 shares

    <0.01% of the 13F portfolio, value $268,769.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 12,725 shares
    Change vs previous 13F -1,910 shares

    <0.01% of the 13F portfolio, value $336,704.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 14,635 shares
    Change vs previous 13F -5,644 shares

    <0.01% of the 13F portfolio, value $337,922.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 20,279 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $319,800.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 20,279 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $307,632.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 20,279 shares
    Change vs previous 13F +5,644 shares

    0.01% of the 13F portfolio, value $354,477.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 14,635 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $260,210.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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