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Disclosery

Mariner, LLC: IVZ position timeline

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

Mariner, LLC held 372,650 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,650 shares
    Change vs previous 13F +5,274 shares

    0.01% of the 13F portfolio, value $9,834,160.

    13F-HR 0001580642-26-005266 filed by Mariner, 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 367,376 shares
    Change vs previous 13F +66,686 shares

    0.01% of the 13F portfolio, value $8,922,488.

    13F-HR 0001580642-26-003158 filed by Mariner, 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 300,690 shares
    Change vs previous 13F +96,392 shares

    0.01% of the 13F portfolio, value $7,905,448.

    13F-HR 0001580642-26-001057 filed by Mariner, 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 204,298 shares
    Change vs previous 13F +69,641 shares

    0.01% of the 13F portfolio, value $4,686,607.

    13F-HR 0001580642-25-007297 filed by Mariner, 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 134,657 shares
    Change vs previous 13F +37,280 shares

    <0.01% of the 13F portfolio, value $2,123,517.

    13F-HR 0001580642-25-005128 filed by Mariner, 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 97,377 shares
    Change vs previous 13F -518 shares

    <0.01% of the 13F portfolio, value $1,477,213.

    13F-HR 0001580642-25-003135 filed by Mariner, 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 97,895 shares
    Change vs previous 13F +16,299 shares

    <0.01% of the 13F portfolio, value $1,711,206.

    13F-HR 0001580642-25-000997 filed by Mariner, 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 81,596 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,433,016.

    13F-HR 0001580642-24-006919 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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