Position in IVZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$728,700
-$118,376 QoQ
Shares Held
30,000
-7.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Quilter Plc holds $98,179,880 across 3 Asset Management names. IVZ ranks #2 (0.7% of the industry book) .
All Filings in IVZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $728,700 | 30,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $847,076 | 32,245 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $739,700 | 32,245 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $508,503 | 32,245 | Shares | Defined | 2025-08-12 | |
| 2023-09-30 | $32,597 | 2,245 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $37,738 | 2,245 | Shares | Defined | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||