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COLLECTIVE FAMILY OFFICE LLC: IXUS position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 29,800 IXUS shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,800 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,830,702.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,800 shares
    Change vs previous 13F -676 shares

    0.58% of the 13F portfolio, value $2,844,112.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,476 shares
    Change vs previous 13F -4,105 shares

    0.59% of the 13F portfolio, value $2,640,441.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 34,581 shares
    Change vs previous 13F +182 shares

    0.67% of the 13F portfolio, value $2,926,936.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,399 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $2,840,669.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,399 shares
    Change vs previous 13F -3,113 shares

    0.68% of the 13F portfolio, value $2,659,387.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 37,512 shares
    Change vs previous 13F +13,447 shares

    0.71% of the 13F portfolio, value $2,618,713.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,065 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,591,659.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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