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Universal- Beteiligungs- und Servicegesellschaft mbH: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Universal- Beteiligungs- und Servicegesellschaft mbH on IVZ, newest first. How the timeline and the estimate are built.

Universal- Beteiligungs- und Servicegesellschaft mbH held 203,180 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,180 shares
    Change vs previous 13F -30,434 shares

    0.01% of the 13F portfolio, value $5,361,920.

    13F-HR 0002057170-26-000021 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 233,614 shares
    Change vs previous 13F +54,321 shares

    0.01% of the 13F portfolio, value $5,674,483.

    13F-HR 0002057170-26-000020 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 179,293 shares
    Change vs previous 13F +38,279 shares

    0.01% of the 13F portfolio, value $4,710,451.

    13F-HR 0002057170-26-000014 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 141,014 shares
    Change vs previous 13F -154,688 shares

    0.01% of the 13F portfolio, value $3,234,861.

    13F-HR 0002057170-25-000015 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 295,702 shares
    Change vs previous 13F +16,314 shares

    0.01% of the 13F portfolio, value $4,663,221.

    13F-HR 0002057170-25-000008 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 279,388 shares
    Change vs previous 13F +90,794 shares

    0.01% of the 13F portfolio, value $4,238,317.

    13F-HR 0002057170-25-000004 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 188,594 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,296,622.

    13F-HR 0002057170-25-000003 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    Filed (acceptance time not in the bulk data set), ingested

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