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Disclosery

TRUIST FINANCIAL CORP: IVZ position timeline

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

TRUIST FINANCIAL CORP held 105,235 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,235 shares
    Change vs previous 13F +4,092 shares

    <0.01% of the 13F portfolio, value $2,777,164.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 101,143 shares
    Change vs previous 13F +377 shares

    <0.01% of the 13F portfolio, value $2,456,764.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 100,766 shares
    Change vs previous 13F -5,453 shares

    <0.01% of the 13F portfolio, value $2,647,123.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 106,219 shares
    Change vs previous 13F +9,410 shares

    <0.01% of the 13F portfolio, value $2,436,663.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 96,809 shares
    Change vs previous 13F -660 shares

    <0.01% of the 13F portfolio, value $1,526,679.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 97,469 shares
    Change vs previous 13F -460 shares

    <0.01% of the 13F portfolio, value $1,478,598.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 97,929 shares
    Change vs previous 13F -174,760 shares

    <0.01% of the 13F portfolio, value $1,711,806.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 272,689 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,788,424.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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