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Disclosery

Adams Wealth Management: IXUS position timeline

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

Adams Wealth Management held 9,525 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,525 shares
    Change vs previous 13F -86 shares

    0.17% of the 13F portfolio, value $909,066.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    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 9,611 shares
    Change vs previous 13F +34 shares

    0.18% of the 13F portfolio, value $832,697.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    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 9,577 shares
    Change vs previous 13F +644 shares

    0.17% of the 13F portfolio, value $810,597.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    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 8,933 shares
    Change vs previous 13F +497 shares

    0.16% of the 13F portfolio, value $737,687.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,436 shares
    Change vs previous 13F -71,811 shares

    0.12% of the 13F portfolio, value $652,187.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 80,247 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $5,602,043.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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