Back to IVZ
EXCALIBUR MANAGEMENT CORP → IVZ
EXCALIBUR MANAGEMENT CORP IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q4 2025 | $4.7M |
| Q1 2026 | $5.3M |
| Q2 2026 | $6.7M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 35.5K | — | — |
| Q2 2026 | $6.7M | 31.5K | — | — |
| Q1 2026 | $5.3M | 27.6K | — | — |
| Q4 2025 | $4.7M | 24.7K | — | — |
| Q3 2025 | $4.1M | 21.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B