Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$395
+$31 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#647
of 667 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meramec Financial Planners, LLC holds $229,662 across 3 Asset Management names. IVZ ranks #3 (0.2% of the industry book) .
All Filings in IVZ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395 | 15 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $364 | 15 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $394 | 15 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||