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Astoria Strategic Wealth, Inc.: IXUS position timeline

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

Astoria Strategic Wealth, Inc. held 542,748 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 542,748 shares
    Change vs previous 13F +1,145 shares

    11.83% of the 13F portfolio, value $51,799,869.

    13F-HR 0001777914-26-000005 filed by Astoria Strategic Wealth, 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 541,603 shares
    Change vs previous 13F -6,098 shares

    11.91% of the 13F portfolio, value $46,924,484.

    13F-HR 0001777914-26-000004 filed by Astoria Strategic Wealth, 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 547,701 shares
    Change vs previous 13F +1,742 shares

    11.67% of the 13F portfolio, value $46,357,413.

    13F-HR 0001777914-26-000001 filed by Astoria Strategic Wealth, 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 545,959 shares
    Change vs previous 13F +23,409 shares

    11.4% of the 13F portfolio, value $45,085,294.

    13F-HR 0001777914-25-000007 filed by Astoria Strategic Wealth, Inc.
    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 522,550 shares
    Change vs previous 13F -7,825 shares

    10.92% of the 13F portfolio, value $40,398,341.

    13F-HR 0001777914-25-000004 filed by Astoria Strategic Wealth, Inc.
    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 530,375 shares
    Change vs previous 13F +23,633 shares

    10.88% of the 13F portfolio, value $37,025,479.

    13F-HR 0001777914-25-000003 filed by Astoria Strategic Wealth, Inc.
    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 506,742 shares
    Change vs previous 13F +16,185 shares

    9.97% of the 13F portfolio, value $33,515,916.

    13F-HR 0001777914-25-000002 filed by Astoria Strategic Wealth, Inc.
    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 490,557 shares
    Change vs previous 13F not available

    10.44% of the 13F portfolio, value $35,629,155.

    13F-HR 0001777914-24-000007 filed by Astoria Strategic Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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