Certus Wealth Management, LLC: IXUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certus Wealth Management, LLC on IXUS, newest first. How the timeline and the estimate are built.
Certus Wealth Management, LLC held 17,114 IXUS shares at 2025-09-30 per its 13F-HR filed 2025-11-07.
the latest 13F is the newest step
- period ended2025-09-3013F 17,114 sharesChange vs previous 13F +407 shares
0.85% of the 13F portfolio, value $1,413,274.
13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,707 sharesChange vs previous 13F -121 shares
0.83% of the 13F portfolio, value $1,291,618.
13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,828 sharesChange vs previous 13F +1,016 shares
0.84% of the 13F portfolio, value $1,244,431.
13F-HR 0001765380-25-000223 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,812 sharesChange vs previous 13F 0 shares
0.73% of the 13F portfolio, value $1,097,985.
13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,812 sharesChange vs previous 13F not available
0.8% of the 13F portfolio, value $1,148,426.
13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).