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Fi3 FINANCIAL ADVISORS, LLC: IXUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fi3 FINANCIAL ADVISORS, LLC on IXUS, newest first. How the timeline and the estimate are built.

Fi3 FINANCIAL ADVISORS, LLC held 4,350 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 4,350 shares
    Change vs previous 13F +1,199 shares

    0.09% of the 13F portfolio, value $360,367.

    13F-HR 0001765380-26-000392 filed by Fi3 FINANCIAL 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 3,151 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $273,003.

    13F-HR 0001765380-26-000182 filed by Fi3 FINANCIAL 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 3,151 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $266,701.

    13F-HR 0001765380-26-000070 filed by Fi3 FINANCIAL 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 3,112 shares
    Change vs previous 13F +49 shares

    0.09% of the 13F portfolio, value $256,989.

    13F-HR 0001765380-25-000477 filed by Fi3 FINANCIAL 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 3,063 shares
    Change vs previous 13F -8 shares

    0.09% of the 13F portfolio, value $236,801.

    13F-HR 0001765380-25-000372 filed by Fi3 FINANCIAL 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 3,071 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $214,387.

    13F-HR 0001765380-25-000210 filed by Fi3 FINANCIAL 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 3,071 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $203,116.

    13F-HR 0001765380-25-000076 filed by Fi3 FINANCIAL 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 3,071 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $223,047.

    13F-HR 0001765380-24-000445 filed by Fi3 FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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