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Capstone Financial Advisors, Inc.: IXUS position timeline

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

Capstone Financial Advisors, Inc. held 911,328 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 911,328 shares
    Change vs previous 13F +5,006 shares

    4.24% of the 13F portfolio, value $86,977,190.

    13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, 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 906,322 shares
    Change vs previous 13F -10,804 shares

    4.23% of the 13F portfolio, value $78,523,705.

    13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, 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 917,126 shares
    Change vs previous 13F +424 shares

    4.13% of the 13F portfolio, value $77,625,575.

    13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, 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 916,702 shares
    Change vs previous 13F -3,976 shares

    4.1% of the 13F portfolio, value $75,701,262.

    13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, 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 920,678 shares
    Change vs previous 13F +36,416 shares

    4.13% of the 13F portfolio, value $71,177,621.

    13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, 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 884,262 shares
    Change vs previous 13F -16,860 shares

    3.87% of the 13F portfolio, value $61,730,348.

    13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, 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 901,122 shares
    Change vs previous 13F +16,081 shares

    3.68% of the 13F portfolio, value $59,600,200.

    13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, 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 885,041 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $64,280,536.

    13F-HR 0001599217-24-000012 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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