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Beacon Bridge Wealth Partners, LLC: IXUS position timeline

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

Beacon Bridge Wealth Partners, LLC held 33,625 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,625 shares
    Change vs previous 13F +1,816 shares

    0.91% of the 13F portfolio, value $3,209,131.

    13F-HR 0001765380-26-000277 filed by Beacon Bridge Wealth 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 31,809 shares
    Change vs previous 13F +279 shares

    0.92% of the 13F portfolio, value $2,755,969.

    13F-HR 0001765380-26-000151 filed by Beacon Bridge Wealth 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 31,530 shares
    Change vs previous 13F -3,663 shares

    0.89% of the 13F portfolio, value $2,668,736.

    13F-HR 0001765380-26-000036 filed by Beacon Bridge Wealth 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 35,193 shares
    Change vs previous 13F +366 shares

    1.03% of the 13F portfolio, value $2,906,246.

    13F-HR 0001765380-25-000438 filed by Beacon Bridge Wealth 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 34,827 shares
    Change vs previous 13F +393 shares

    1.07% of the 13F portfolio, value $2,692,483.

    13F-HR 0001765380-25-000264 filed by Beacon Bridge Wealth 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 34,434 shares
    Change vs previous 13F +2,299 shares

    1.03% of the 13F portfolio, value $2,403,864.

    13F-HR 0001765380-25-000186 filed by Beacon Bridge Wealth 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 32,135 shares
    Change vs previous 13F +2,659 shares

    0.9% of the 13F portfolio, value $2,125,434.

    13F-HR 0001765380-25-000037 filed by Beacon Bridge Wealth 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 29,476 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,140,823.

    13F-HR 0001765380-24-000431 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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