Skip to content
Disclosery

MALTESE CAPITAL MANAGEMENT LLC: IVZ position timeline

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

MALTESE CAPITAL MANAGEMENT LLC held 37,500 IVZ 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 37,500 shares
    Change vs previous 13F +17,500 shares

    0.18% of the 13F portfolio, value $989,626.

    13F-HR 0000919574-26-005494 filed by MALTESE CAPITAL MANAGEMENT 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 20,000 shares
    Change vs previous 13F -75,335 shares

    0.1% of the 13F portfolio, value $485,800.

    13F-HR 0000919574-26-003443 filed by MALTESE CAPITAL MANAGEMENT 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 95,335 shares
    Change vs previous 13F -219,665 shares

    0.44% of the 13F portfolio, value $2,504,451.

    13F-HR 0000919574-26-001000 filed by MALTESE CAPITAL MANAGEMENT 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 315,000 shares
    Change vs previous 13F +165,000 shares

    1.09% of the 13F portfolio, value $7,226,100.

    13F-HR 0000919574-25-007015 filed by MALTESE CAPITAL MANAGEMENT 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 150,000 shares
    Change vs previous 13F +80,000 shares

    0.33% of the 13F portfolio, value $2,365,500.

    13F-HR 0000919574-25-004794 filed by MALTESE CAPITAL MANAGEMENT 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 70,000 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,061,900.

    13F-HR 0000919574-25-003055 filed by MALTESE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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