Invesco shares owned by Retirement Planning Co of New England
Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Retirement Planning Co of New England
from 13F filings
Historical chart of Retirement Planning Co of New England investment in Invesco
Tip: Access up to 7 years of quarterly data
All positions including Invesco held by Retirement Planning Co of New England consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco by Retirement Planning Co of New England
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $838k | 37k | 22.94 |
| 2025-06-30 | $590k | 37k | 15.77 |
| 2025-03-31 | $503k | 33k | 15.17 |
| 2024-12-31 | $540k | 31k | 17.48 |
| 2024-09-30 | $563k | 32k | 17.56 |
| 2024-06-30 | $452k | 30k | 14.96 |
| 2024-03-31 | $457k | 28k | 16.59 |
| 2023-12-31 | $414k | 23k | 17.84 |
| 2023-09-30 | $259k | 18k | 14.52 |
| 2023-06-30 | $317k | 19k | 16.81 |
| 2023-03-31 | $296k | 18k | 16.40 |
| 2022-12-31 | $273k | 15k | 17.99 |
| 2022-09-30 | $195k | 14k | 13.67 |
| 2022-06-30 | $191k | 12k | 16.08 |
| 2022-03-31 | $216k | 9.4k | 23.01 |
| 2021-12-31 | $134k | 5.9k | 22.87 |
More positions owned by Retirement Planning Co of New England
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