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Disclosery

Alpha Financial Partners LLC: IXUS position timeline

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

Alpha Financial Partners LLC held 72,356 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,356 shares
    Change vs previous 13F +605 shares

    3.63% of the 13F portfolio, value $6,905,682.

    13F-HR 0001951757-26-001211 filed by Alpha Financial 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 ended2026-03-31
    13F 71,751 shares
    Change vs previous 13F +247 shares

    3.68% of the 13F portfolio, value $6,216,529.

    13F-HR 0001951757-26-000850 filed by Alpha Financial 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 ended2025-12-31
    13F 71,504 shares
    Change vs previous 13F +8,418 shares

    3.69% of the 13F portfolio, value $6,052,063.

    13F-HR 0001951757-26-000406 filed by Alpha Financial 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 ended2025-09-30
    13F 63,086 shares
    Change vs previous 13F +2,500 shares

    3.39% of the 13F portfolio, value $5,209,639.

    13F-HR 0001951757-25-001349 filed by Alpha Financial 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 ended2025-06-30
    13F 60,586 shares
    Change vs previous 13F +909 shares

    3.37% of the 13F portfolio, value $4,683,898.

    13F-HR 0001951757-25-000958 filed by Alpha Financial 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 ended2025-03-31
    13F 59,677 shares
    Change vs previous 13F -297 shares

    3.34% of the 13F portfolio, value $4,166,074.

    13F-HR 0001951757-25-000482 filed by Alpha Financial 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 ended2024-12-31
    13F 59,974 shares
    Change vs previous 13F +59,974 shares

    3.14% of the 13F portfolio, value $3,966,700.

    13F-HR 0001951757-25-000222 filed by Alpha Financial 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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001951757-24-001122 filed by Alpha Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.