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Disclosery

Savant Capital, LLC: IVZ position timeline

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

Savant Capital, LLC held 46,598 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 46,598 shares
    Change vs previous 13F -2,113 shares

    <0.01% of the 13F portfolio, value $1,236,402.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 48,711 shares
    Change vs previous 13F +14,451 shares

    0.01% of the 13F portfolio, value $1,183,200.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 34,260 shares
    Change vs previous 13F +2,246 shares

    0.01% of the 13F portfolio, value $900,008.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 32,014 shares
    Change vs previous 13F -1,594 shares

    <0.01% of the 13F portfolio, value $734,399.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 33,608 shares
    Change vs previous 13F -11,745 shares

    <0.01% of the 13F portfolio, value $530,001.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 45,353 shares
    Change vs previous 13F -94,169 shares

    0.01% of the 13F portfolio, value $688,008.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 139,522 shares
    Change vs previous 13F +5,323 shares

    0.02% of the 13F portfolio, value $2,438,848.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 134,199 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,356,538.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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