Back to IVZ
HARBOR INVESTMENT ADVISORY, LLC → IVZ
HARBOR INVESTMENT ADVISORY, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
71
Latest value
$3K
Q3 2026
Peak value
$17M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $299K |
| Q3 2025 | $21K |
| Q3 2025 | $135K |
| Q3 2025 | $12.3M |
| Q3 2025 | $63K |
| Q3 2025 | $1.7M |
| Q3 2025 | $94K |
| Q3 2025 | $187K |
| Q3 2025 | $8K |
| Q3 2025 | $58K |
| Q3 2025 | $16K |
| Q3 2025 | $19K |
| Q3 2025 | $4K |
| Q4 2025 | $310K |
| Q4 2025 | $3K |
| Q4 2025 | $21K |
| Q4 2025 | $138K |
| Q4 2025 | $12.5M |
| Q4 2025 | $64K |
| Q4 2025 | $1.7M |
| Q4 2025 | $98K |
| Q4 2025 | $191K |
| Q4 2025 | $8K |
| Q4 2025 | $11K |
| Q4 2025 | $60K |
| Q4 2025 | $16K |
| Q4 2025 | $15K |
| Q1 2026 | $327K |
| Q1 2026 | $3K |
| Q1 2026 | $22K |
| Q1 2026 | $137K |
| Q1 2026 | $13.8M |
| Q1 2026 | $67K |
| Q1 2026 | $1.6M |
| Q1 2026 | $216K |
| Q1 2026 | $8K |
| Q1 2026 | $11K |
| Q1 2026 | $60K |
| Q1 2026 | $31K |
| Q1 2026 | $31K |
| Q1 2026 | $15K |
| Q2 2026 | $349K |
| Q2 2026 | $3K |
| Q2 2026 | $22K |
| Q2 2026 | $195K |
| Q2 2026 | $15.5M |
| Q2 2026 | $79K |
| Q2 2026 | $1.7M |
| Q2 2026 | $341K |
| Q2 2026 | $8K |
| Q2 2026 | $13K |
| Q2 2026 | $66K |
| Q2 2026 | $31K |
| Q2 2026 | $31K |
| Q2 2026 | $15K |
| Q3 2026 | $289K |
| Q3 2026 | $3K |
| Q3 2026 | $19K |
| Q3 2026 | $200K |
| Q3 2026 | $17M |
| Q3 2026 | $87K |
| Q3 2026 | $1.6M |
| Q3 2026 | $264K |
| Q3 2026 | $7K |
| Q3 2026 | $12K |
| Q3 2026 | $31K |
| Q3 2026 | $66K |
| Q3 2026 | $29K |
| Q3 2026 | $30K |
| Q3 2026 | $15K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 93 | — | — |
| Q3 2026 | $15K | 640 | — | — |
| Q3 2026 | $30K | 1.4K | — | — |
| Q3 2026 | $29K | 1.4K | — | — |
| Q3 2026 | $66K | 516 | — | — |
| Q3 2026 | $31K | 702 | — | — |
| Q3 2026 | $12K | 135 | — | — |
| Q3 2026 | $7K | 106 | — | — |
| Q3 2026 | $264K | 2.4K | — | — |
| Q3 2026 | $1.6M | 14.2K | — | — |
| Q3 2026 | $87K | 590 | — | — |
| Q3 2026 | $17M | 81.8K | — | — |
| Q3 2026 | $200K | 3.0K | — | — |
| Q3 2026 | $19K | 276 | — | — |
| Q3 2026 | $3K | 40 | — | — |
| Q3 2026 | $289K | 1.9K | — | — |
| Q2 2026 | $15K | 640 | — | — |
| Q2 2026 | $31K | 1.4K | — | — |
| Q2 2026 | $31K | 1.4K | — | — |
| Q2 2026 | $66K | 516 | — | — |
| Q2 2026 | $13K | 135 | — | — |
| Q2 2026 | $8K | 106 | — | — |
| Q2 2026 | $341K | 2.5K | — | — |
| Q2 2026 | $1.7M | 14.7K | — | — |
| Q2 2026 | $79K | 465 | — | — |
| Q2 2026 | $15.5M | 73.0K | — | — |
| Q2 2026 | $195K | 3.0K | — | — |
| Q2 2026 | $22K | 276 | — | — |
| Q2 2026 | $3K | 40 | — | — |
| Q2 2026 | $349K | 2.0K | — | — |
| Q1 2026 | $15K | 640 | — | — |
| Q1 2026 | $31K | 1.4K | — | — |
| Q1 2026 | $31K | 1.4K | — | — |
| Q1 2026 | $60K | 521 | — | — |
| Q1 2026 | $11K | 135 | — | — |
| Q1 2026 | $8K | 106 | — | — |
| Q1 2026 | $216K | 2.5K | — | — |
| Q1 2026 | $1.6M | 15.1K | — | — |
| Q1 2026 | $67K | 465 | — | — |
| Q1 2026 | $13.8M | 71.9K | — | — |
| Q1 2026 | $137K | 3.0K | — | — |
| Q1 2026 | $22K | 276 | — | — |
| Q1 2026 | $3K | 40 | — | — |
| Q1 2026 | $327K | 2.0K | — | — |
| Q4 2025 | $15K | 640 | — | — |
| Q4 2025 | $16K | 700 | — | — |
| Q4 2025 | $60K | 521 | — | — |
| Q4 2025 | $11K | 135 | — | — |
| Q4 2025 | $8K | 106 | — | — |
| Q4 2025 | $191K | 2.5K | — | — |
| Q4 2025 | $98K | 2.1K | — | — |
| Q4 2025 | $1.7M | 16.1K | — | — |
| Q4 2025 | $64K | 465 | — | — |
| Q4 2025 | $12.5M | 65.1K | — | — |
| Q4 2025 | $138K | 3.0K | — | — |
| Q4 2025 | $21K | 276 | — | — |
| Q4 2025 | $3K | 40 | — | — |
| Q4 2025 | $310K | 2.0K | — | — |
| Q3 2025 | $4K | 150 | — | — |
| Q3 2025 | $19K | 800 | — | — |
| Q3 2025 | $16K | 700 | — | — |
| Q3 2025 | $58K | 521 | — | — |
| Q3 2025 | $8K | 106 | — | — |
| Q3 2025 | $187K | 2.5K | — | — |
| Q3 2025 | $94K | 2.1K | — | — |
| Q3 2025 | $1.7M | 15.8K | — | — |
| Q3 2025 | $63K | 465 | — | — |
| Q3 2025 | $12.3M | 65.0K | — | — |
| Q3 2025 | $135K | 3.0K | — | — |
| Q3 2025 | $21K | 276 | — | — |
| Q3 2025 | $299K | 1.9K | — | — |
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