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Disclosery

Ellis Investment Partners, LLC: IXUS position timeline

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

Ellis Investment Partners, LLC held 63,518 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,518 shares
    Change vs previous 13F +2,742 shares

    0.92% of the 13F portfolio, value $6,062,209.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 60,776 shares
    Change vs previous 13F +1,256 shares

    0.91% of the 13F portfolio, value $5,265,715.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 59,520 shares
    Change vs previous 13F +3,168 shares

    0.88% of the 13F portfolio, value $5,037,809.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 56,352 shares
    Change vs previous 13F +2,445 shares

    0.84% of the 13F portfolio, value $4,653,623.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 53,907 shares
    Change vs previous 13F +786 shares

    0.81% of the 13F portfolio, value $4,167,569.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 53,121 shares
    Change vs previous 13F +765 shares

    0.77% of the 13F portfolio, value $3,708,367.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 52,356 shares
    Change vs previous 13F -291 shares

    0.68% of the 13F portfolio, value $3,462,815.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 52,647 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,823,761.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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