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Disclosery

Pathstone Holdings, LLC: IVZ position timeline

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

Pathstone Holdings, LLC held 99,318 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 99,318 shares
    Change vs previous 13F -11,214 shares

    0.01% of the 13F portfolio, value $2,621,005.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 110,532 shares
    Change vs previous 13F -6,936 shares

    0.01% of the 13F portfolio, value $2,684,832.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 117,468 shares
    Change vs previous 13F +4,443 shares

    0.01% of the 13F portfolio, value $3,085,893.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 113,025 shares
    Change vs previous 13F -2,580 shares

    0.01% of the 13F portfolio, value $2,592,796.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 115,605 shares
    Change vs previous 13F -4,092 shares

    0.01% of the 13F portfolio, value $1,823,095.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 119,697 shares
    Change vs previous 13F +3,854 shares

    0.01% of the 13F portfolio, value $1,820,557.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 115,843 shares
    Change vs previous 13F +7,789 shares

    0.01% of the 13F portfolio, value $2,024,969.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 108,054 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,897,428.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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