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Disclosery

Quilter Plc: IVZ position timeline

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

Quilter Plc held 30,000 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $791,700.

    13F-HR 0001770632-26-000003 filed by Quilter Plc
    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 30,000 shares
    Change vs previous 13F -2,245 shares

    0.01% of the 13F portfolio, value $728,700.

    13F-HR 0001770632-26-000002 filed by Quilter Plc
    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 32,245 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $847,076.

    13F-HR 0001770632-26-000001 filed by Quilter Plc
    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 32,245 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $739,700.

    13F-HR 0001770632-25-000017 filed by Quilter Plc
    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 32,245 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $508,504.

    13F-HR 0001770632-25-000011 filed by Quilter Plc
    Filed (acceptance time not in the bulk data set), ingested

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