Back to IVZ
Summit Financial Consulting LLC → IVZ
Summit Financial Consulting LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$302K
Q3 2026
Peak value
$4.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.2M |
| Q4 2025 | $322K |
| Q1 2026 | $3.5M |
| Q1 2026 | $303K |
| Q2 2026 | $4M |
| Q2 2026 | $327K |
| Q3 2026 | $4.2M |
| Q3 2026 | $302K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $302K | 2.5K | — | — |
| Q3 2026 | $4.2M | 65.6K | — | — |
| Q2 2026 | $327K | 2.7K | — | — |
| Q2 2026 | $4M | 64.9K | — | — |
| Q1 2026 | $303K | 2.8K | — | — |
| Q1 2026 | $3.5M | 63.2K | — | — |
| Q4 2025 | $322K | 2.8K | — | — |
| Q4 2025 | $3.2M | 54.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B