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Disclosery

4WEALTH ADVISORS, INC.: IXUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on IXUS, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 14,386 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,386 shares
    Change vs previous 13F +780 shares

    1.05% of the 13F portfolio, value $1,363,634.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,606 shares
    Change vs previous 13F +4,058 shares

    0.97% of the 13F portfolio, value $1,139,400.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,548 shares
    Change vs previous 13F +3,171 shares

    0.7% of the 13F portfolio, value $808,177.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,377 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $526,613.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).