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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

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All positions including Invesco held by Retirement Planning Co of New England consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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