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Sumitomo Mitsui Trust Group, Inc.: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sumitomo Mitsui Trust Group, Inc. on IVZ, newest first. How the timeline and the estimate are built.

Sumitomo Mitsui Trust Group, Inc. held 24,173 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,173 shares
    Change vs previous 13F -1,653 shares

    <0.01% of the 13F portfolio, value $637,925.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, Inc.
    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 25,826 shares
    Change vs previous 13F -251 shares

    <0.01% of the 13F portfolio, value $627,314.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, Inc.
    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 26,077 shares
    Change vs previous 13F +5,448 shares

    <0.01% of the 13F portfolio, value $685,043.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, Inc.
    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 20,629 shares
    Change vs previous 13F -595 shares

    <0.01% of the 13F portfolio, value $473,229.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, Inc.
    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 21,224 shares
    Change vs previous 13F +1,736 shares

    <0.01% of the 13F portfolio, value $334,702.

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, Inc.
    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 19,488 shares
    Change vs previous 13F +3,778 shares

    <0.01% of the 13F portfolio, value $295,633.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust Group, Inc.
    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 15,710 shares
    Change vs previous 13F +1,561 shares

    <0.01% of the 13F portfolio, value $274,611.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust Group, Inc.
    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 14,149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $248,456.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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