Invesco Capital Management LLC IVX β€” IVAX Corp. COM

Ownership history in Invesco Capital Management LLC  Β·  1 quarter on record

AI Ownership Summary

Invesco Capital Management LLC reported IVAX Corp. COM (IVX) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Invesco Capital Management LLC's position in IVAX Corp. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Invesco Capital Management LLC held IVX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IVX

As of 2012 Q1 β€” sorted by position size

CONTINENTAL CASUALTY CO 3Y 7Y 0.06%

FAQ About Invesco Capital Management LLC and IVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Invesco Capital Management LLC reported owning IVX?

Invesco Capital Management LLC reported IVX across 0 quarterly 13F filings.

What was the largest reported IVX position in Invesco Capital Management LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for IVX in Invesco Capital Management LLC.

What is the latest reported IVX position on this page?

The most recent filing on this page is 2006 Q1, when Invesco Capital Management LLC reported 31,127 shares, equal to 0.03% of portfolio, with an estimated market value of $975K.

What does the chart on this IVX ownership page compare?

The chart compares Invesco Capital Management LLC's quarterly IVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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