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Disclosery

Vident Advisory, LLC: IVZ position timeline

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

Vident Advisory, LLC held 61,408 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,408 shares
    Change vs previous 13F +61,408 shares

    0.01% of the 13F portfolio, value $1,620,557.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 0 shares
    Change vs previous 13F -74,243 shares

    13F-HR 0001172661-26-001995 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 74,243 shares
    Change vs previous 13F +5,206 shares

    0.02% of the 13F portfolio, value $1,950,363.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 69,037 shares
    Change vs previous 13F -15,306 shares

    0.02% of the 13F portfolio, value $1,583,709.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 84,343 shares
    Change vs previous 13F -3,560 shares

    0.01% of the 13F portfolio, value $1,330,088.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 87,903 shares
    Change vs previous 13F +12,645 shares

    0.02% of the 13F portfolio, value $1,333,489.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 75,258 shares
    Change vs previous 13F -4,535 shares

    0.02% of the 13F portfolio, value $1,315,510.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 79,793 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,401,158.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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