Skip to content
Disclosery

Bernardo Wealth Planning LLC: IXN position timeline

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

Bernardo Wealth Planning LLC held 31,666 IXN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,666 shares
    Change vs previous 13F +21 shares

    0.78% of the 13F portfolio, value $4,575,074.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 31,645 shares
    Change vs previous 13F -1,846 shares

    0.62% of the 13F portfolio, value $3,163,558.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 33,491 shares
    Change vs previous 13F -294 shares

    0.67% of the 13F portfolio, value $3,516,563.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 33,785 shares
    Change vs previous 13F -161 shares

    0.68% of the 13F portfolio, value $3,486,904.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 33,946 shares
    Change vs previous 13F -496 shares

    0.68% of the 13F portfolio, value $3,135,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 34,442 shares
    Change vs previous 13F -16 shares

    0.62% of the 13F portfolio, value $2,609,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 34,458 shares
    Change vs previous 13F -778 shares

    0.69% of the 13F portfolio, value $2,890,018.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 35,236 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,939,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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