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AGILIS PARTNERS LLC: IXUS position timeline

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

AGILIS PARTNERS LLC held 76,593 IXUS shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 76,593 shares
    Change vs previous 13F +3,494 shares

    1.52% of the 13F portfolio, value $5,065,862.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 73,099 shares
    Change vs previous 13F +2,059 shares

    1.49% of the 13F portfolio, value $5,309,181.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 71,040 shares
    Change vs previous 13F -4,620 shares

    1.46% of the 13F portfolio, value $4,799,463.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 75,660 shares
    Change vs previous 13F +3,375 shares

    1.31% of the 13F portfolio, value $5,134,288.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 72,285 shares
    Change vs previous 13F -9,356 shares

    1.23% of the 13F portfolio, value $4,693,466.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 81,641 shares
    Change vs previous 13F -2,700 shares

    1.76% of the 13F portfolio, value $4,898,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 84,341 shares
    Change vs previous 13F -319 shares

    2.06% of the 13F portfolio, value $5,281,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 84,660 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $5,245,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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