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Compass Ion Advisors, LLC: IXUS position timeline

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

Compass Ion Advisors, LLC held 1,152,135 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,152,135 shares
    Change vs previous 13F +21,475 shares

    9.48% of the 13F portfolio, value $109,959,777.

    13F-HR 0001621100-26-000004 filed by Compass Ion 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 1,130,660 shares
    Change vs previous 13F +2,432 shares

    9.34% of the 13F portfolio, value $97,960,400.

    13F-HR 0001621100-26-000002 filed by Compass Ion 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 1,128,228 shares
    Change vs previous 13F +26,110 shares

    9.09% of the 13F portfolio, value $95,493,218.

    13F-HR 0001621100-26-000001 filed by Compass Ion 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 1,102,118 shares
    Change vs previous 13F +23,955 shares

    8.77% of the 13F portfolio, value $91,012,867.

    13F-HR 0001621100-25-000003 filed by Compass Ion 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 1,078,163 shares
    Change vs previous 13F +31,863 shares

    9.02% of the 13F portfolio, value $83,352,745.

    13F-HR 0001085146-25-003765 filed by Compass Ion 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 1,046,300 shares
    Change vs previous 13F +62,523 shares

    8.6% of the 13F portfolio, value $73,042,213.

    13F-HR 0001085146-25-002213 filed by Compass Ion 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 983,777 shares
    Change vs previous 13F +55,856 shares

    7.72% of the 13F portfolio, value $65,067,020.

    13F-HR 0001085146-25-000968 filed by Compass Ion 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 927,921 shares
    Change vs previous 13F not available

    8.25% of the 13F portfolio, value $67,394,887.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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