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Disclosery

Advisory Resource Group: IXUS position timeline

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

Advisory Resource Group held 49,819 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,819 shares
    Change vs previous 13F +20 shares

    0.72% of the 13F portfolio, value $4,754,725.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 49,799 shares
    Change vs previous 13F -247 shares

    0.74% of the 13F portfolio, value $4,314,585.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 50,046 shares
    Change vs previous 13F -6 shares

    0.74% of the 13F portfolio, value $4,235,893.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 50,052 shares
    Change vs previous 13F +7,918 shares

    0.74% of the 13F portfolio, value $4,133,294.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 42,134 shares
    Change vs previous 13F +251 shares

    0.63% of the 13F portfolio, value $3,257,380.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 41,883 shares
    Change vs previous 13F +1,469 shares

    0.6% of the 13F portfolio, value $2,923,852.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 40,414 shares
    Change vs previous 13F +1,460 shares

    0.57% of the 13F portfolio, value $2,672,982.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,954 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,829,229.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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