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Disclosery

Clearstead Advisors, LLC: IXUS position timeline

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

Clearstead Advisors, LLC held 1,047,523 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,047,523 shares
    Change vs previous 13F -2,706 shares

    0.94% of the 13F portfolio, value $99,975,562.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 1,050,229 shares
    Change vs previous 13F +722,704 shares

    0.83% of the 13F portfolio, value $90,991,887.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 327,525 shares
    Change vs previous 13F +29,804 shares

    0.35% of the 13F portfolio, value $27,721,766.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    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 297,721 shares
    Change vs previous 13F +286,951 shares

    0.36% of the 13F portfolio, value $24,585,774.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    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 10,770 shares
    Change vs previous 13F -1,589 shares

    0.01% of the 13F portfolio, value $832,605.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 12,359 shares
    Change vs previous 13F -620 shares

    0.01% of the 13F portfolio, value $862,808.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,979 shares
    Change vs previous 13F +790 shares

    0.01% of the 13F portfolio, value $858,459.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 12,189 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $885,288.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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