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Certus Wealth Management, LLC: IXN position timeline

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

Certus Wealth Management, LLC held 15,149 IXN 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 15,149 shares
    Change vs previous 13F -984 shares

    0.94% of the 13F portfolio, value $1,563,528.

    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 16,133 shares
    Change vs previous 13F -10 shares

    0.96% of the 13F portfolio, value $1,489,721.

    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 16,143 shares
    Change vs previous 13F -480 shares

    0.91% of the 13F portfolio, value $1,345,196.

    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 16,623 shares
    Change vs previous 13F +178 shares

    0.96% of the 13F portfolio, value $1,427,417.

    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 16,445 shares
    Change vs previous 13F -14,203 shares

    0.94% of the 13F portfolio, value $1,357,206.

    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 30,648 shares
    Change vs previous 13F -313 shares

    1.93% of the 13F portfolio, value $2,538,267.

    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 30,961 shares
    Change vs previous 13F +2,262 shares

    1.8% of the 13F portfolio, value $2,255,818.

    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 28,699 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,956,698.

    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).