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Disclosery

Clearstead Trust, LLC: IXUS position timeline

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

Clearstead Trust, LLC held 9,253 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 9,253 shares
    Change vs previous 13F +1,300 shares

    0.12% of the 13F portfolio, value $883,107.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 7,953 shares
    Change vs previous 13F +4,044 shares

    0.11% of the 13F portfolio, value $689,048.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 3,909 shares
    Change vs previous 13F -5,037 shares

    0.05% of the 13F portfolio, value $330,858.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 8,946 shares
    Change vs previous 13F +8,679 shares

    0.13% of the 13F portfolio, value $738,761.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 267 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,642.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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