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Invesco shares owned by Financeware

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Financeware from 13F filings

Historical chart of Financeware investment in Invesco

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All positions including Invesco held by Financeware consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by Financeware

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 532k 22.94
2025-06-30 $8.9M 565k 15.77
2025-03-31 $9.1M 598k 15.17
2024-12-31 $11M 631k 17.48
2024-09-30 $12M 664k 17.56
2015-06-30 $15k 410 36.59
2015-03-31 $56k 1.4k 39.77