LOUISBOURG INVESTMENTS INC.

Position in IVZ — Invesco Ltd.

CIK 2053050 DIEPPE, A3

Position in IVZ

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$191,327

-$19,388 QoQ

Shares Held

7,250

-16.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#484

of 663 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LOUISBOURG INVESTMENTS INC. holds $16,087,592 across 4 Asset Management names. IVZ ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	269,568	$11,480,901
2	KKR	KKR & Co. Inc.	47,424	$4,352,574
3	IVZ	Invesco Ltd. This page	7,250	$191,327
4	BAM	Brookfield Asset Management Ltd.	1,400	$62,790

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$191,327	7,250	-16.4%	Shares	Sole	2026-07-23
2026-03-31	$210,715	8,675	+16.1%	Shares	Sole	2026-04-22
2025-12-31	$196,368	7,475	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.