Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,000,992
+$253,470 QoQ
Shares Held
79,760
+0.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Harvest Investment Services, LLC holds $7,805,453 across 9 Asset Management names. IVZ ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
137,521 | $2,595,021 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
79,760 | $2,000,992 | |
| 3 | AAMI |
Acadian Asset Management Inc.
|
17,119 | $1,224,350 | |
| 4 | FSK |
FS KKR Capital Corp
|
86,406 | $907,263 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
72,712 | $362,832 | |
| 6 | MSIF |
Msc Income Fund, Inc.
|
19,570 | $226,424 | |
| 7 | BEN |
Franklin Templeton Inc
|
6,582 | $218,983 | |
| 8 | FSSL |
FS Specialty Lending Fund
|
13,094 | $145,998 |
All Filings in IVZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,098,979 | 41,834 | Shares | Sole | 2026-02-17 | |
| 2021-12-31 | $1,179,959 | 51,258 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,035,596 | 42,953 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $878,427 | 32,863 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $829,057 | 32,873 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||