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Delos Wealth Advisors, LLC: IXUS position timeline

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

Delos Wealth Advisors, LLC held 1,958 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,958 shares
    Change vs previous 13F +108 shares

    0.1% of the 13F portfolio, value $186,872.

    13F-HR 0001878326-26-000003 filed by Delos Wealth 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 1,850 shares
    Change vs previous 13F +446 shares

    0.09% of the 13F portfolio, value $160,284.

    13F-HR 0001878326-26-000002 filed by Delos Wealth 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 1,404 shares
    Change vs previous 13F -117 shares

    0.08% of the 13F portfolio, value $118,835.

    13F-HR 0001878326-26-000001 filed by Delos Wealth 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 1,521 shares
    Change vs previous 13F +135 shares

    0.08% of the 13F portfolio, value $125,605.

    13F-HR 0001878326-25-000009 filed by Delos Wealth 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 1,386 shares
    Change vs previous 13F +1,386 shares

    0.08% of the 13F portfolio, value $107,152.

    13F-HR 0001878326-25-000007 filed by Delos Wealth 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 0 shares
    Change vs previous 13F -1,349 shares

    13F-HR 0001878326-25-000003 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,349 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $89,223.

    13F-HR 0001878326-25-000001 filed by Delos Wealth 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 1,294 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $93,984.

    13F-HR 0001878326-24-000006 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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