Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$306,203
New position
Shares Held
11,603
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#434
of 667 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $985,277 across 3 Asset Management names. IVZ ranks #2 (31.1% of the industry book) .
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,203 | 11,603 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||