Back to IVZ
True North Advisors, LLC → IVZ
True North Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$15.5M
Q3 2026
Peak value
$15.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.6M |
| Q1 2026 | $11.4M |
| Q2 2026 | $13.8M |
| Q3 2026 | $15.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.5M | 74.6K | — | — |
| Q2 2026 | $13.8M | 64.9K | — | — |
| Q1 2026 | $11.4M | 59.6K | — | — |
| Q4 2025 | $11.6M | 60.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B