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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

IVZ holding history

Invesco Ltd. in every 13F filed by Greenleaf Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVZ overviewAll 13F holders of IVZFull Q2 2026 holdings

Shares (Q2 2026)
13,279
Value
$350.4K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of IVZ by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,279$350.4K<0.1%+137+1.0%AddedHolders
Q1 202613,142$319.2K<0.1%+769+6.2%AddedHolders
Q4 202512,373$325.0K<0.1%−23−0.2%ReducedHolders
Q3 202512,396$284.4K<0.1%+263+2.2%AddedHolders
Q2 202512,133$191.3K<0.1%−1,784−12.8%ReducedHolders
Q1 202513,917$211.1K<0.1%−79−0.6%ReducedHolders
Q4 202413,996$244.7K<0.1%−357−2.5%ReducedHolders
Q3 202414,353$252.0K<0.1%−205−1.4%ReducedHolders
Q2 202414,558$217.8K<0.1%−155−1.1%ReducedHolders
Q1 202414,713$244.1K<0.1%−51−0.3%ReducedHolders
Q4 202314,764$263.4K<0.1%+14,764NewHolders
Q2 20230$00.0%−10,623−100.0%Sold outHolders
Q1 202310,623$174.2K<0.1%+10,623NewHolders
Q4 20220$00.0%−11,697−100.0%Sold outHolders
Q3 202211,697$160.0K<0.1%+129+1.1%AddedHolders
Q2 202211,568$187.0K<0.1%+1,088+10.4%AddedHolders
Q1 202210,480$242.0K<0.1%+10,480NewHolders
Q4 20210$00.0%−8,393−100.0%Sold outHolders
Q3 20218,393$202.0K<0.1%+22+0.3%AddedHolders
Q2 20218,371$224.0K<0.1%+176+2.1%AddedHolders
Q1 20218,195$207.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.