Position in IVZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,135,060
+$49,613 QoQ
Shares Held
43,011
-3.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#259
of 668 holders
Holding Since
Mar 2026
2 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, 2026Friedenthal Financial holds $2,287,867 across 4 Asset Management names. IVZ ranks #1 (49.6% of the industry book) .
All Filings in IVZ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,135,060 | 43,011 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,085,447 | 44,687 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||