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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

  1. period ended2025-09-30
    13F 17,114 shares
    Change 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), ingested

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

  2. period ended2025-06-30
    13F 16,707 shares
    Change 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), ingested

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

  3. period ended2025-03-31
    13F 16,828 shares
    Change 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), ingested

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

  4. period ended2024-12-31
    13F 15,812 shares
    Change 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), ingested

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

  5. period ended2024-09-30
    13F 15,812 shares
    Change 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), ingested

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