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Certus Wealth Management, LLC: IXC position timeline

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

Certus Wealth Management, LLC held 5,354 IXC shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,354 shares
    Change vs previous 13F -2,249 shares

    0.13% of the 13F portfolio, value $223,530.

    13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 7,603 shares
    Change vs previous 13F -2,489 shares

    0.19% of the 13F portfolio, value $298,722.

    13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 10,092 shares
    Change vs previous 13F -250 shares

    0.26% of the 13F portfolio, value $389,955.

    13F-HR 0001765380-25-000223 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 10,342 shares
    Change vs previous 13F +1,807 shares

    0.28% of the 13F portfolio, value $416,369.

    13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,535 shares
    Change vs previous 13F +758 shares

    0.24% of the 13F portfolio, value $345,497.

    13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,777 shares
    Change vs previous 13F -10,645 shares

    0.25% of the 13F portfolio, value $322,823.

    13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 18,422 shares
    Change vs previous 13F +4,322 shares

    0.63% of the 13F portfolio, value $789,935.

    13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 14,100 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $551,451.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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