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Disclosery

DAVIDSON TRUST CO: IXUS position timeline

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

DAVIDSON TRUST CO held 60,629 IXUS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,629 shares
    Change vs previous 13F +312 shares

    2.28% of the 13F portfolio, value $5,759,560.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,317 shares
    Change vs previous 13F -1,415 shares

    2.25% of the 13F portfolio, value $5,756,511.

    13F-HR 0001133119-26-000004 filed by DAVIDSON TRUST CO
    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 61,732 shares
    Change vs previous 13F +3,523 shares

    2.31% of the 13F portfolio, value $5,348,317.

    13F-HR 0001133119-26-000003 filed by DAVIDSON TRUST CO
    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 58,209 shares
    Change vs previous 13F -4,002 shares

    2.05% of the 13F portfolio, value $4,926,681.

    13F-HR 0001133119-26-000001 filed by DAVIDSON TRUST CO
    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 62,211 shares
    Change vs previous 13F +22,089 shares

    2.12% of the 13F portfolio, value $5,137,644.

    13F-HR 0001133119-25-000006 filed by DAVIDSON TRUST CO
    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 40,122 shares
    Change vs previous 13F +3,929 shares

    1.43% of the 13F portfolio, value $3,101,763.

    13F-HR 0001133119-25-000003 filed by DAVIDSON TRUST CO
    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 36,193 shares
    Change vs previous 13F -1,944 shares

    1.2% of the 13F portfolio, value $2,526,572.

    13F-HR 0001080107-25-000005 filed by DAVIDSON TRUST CO
    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 38,137 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,522,557.

    13F-HR 0001080107-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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