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FIDUCIARY ADVISORS, INC.: IXUS position timeline

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

FIDUCIARY ADVISORS, INC. held 50,817 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,817 shares
    Change vs previous 13F -841 shares

    3.26% of the 13F portfolio, value $4,849,961.

    13F-HR 0002047030-26-000003 filed by FIDUCIARY ADVISORS, INC.
    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 51,658 shares
    Change vs previous 13F -2,317 shares

    3.36% of the 13F portfolio, value $4,475,663.

    13F-HR 0002047030-26-000002 filed by FIDUCIARY ADVISORS, INC.
    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 53,975 shares
    Change vs previous 13F -437 shares

    3.48% of the 13F portfolio, value $4,568,459.

    13F-HR 0002047030-26-000001 filed by FIDUCIARY ADVISORS, INC.
    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 54,412 shares
    Change vs previous 13F -1,125 shares

    3.63% of the 13F portfolio, value $4,493,360.

    13F-HR 0002047030-25-000010 filed by FIDUCIARY ADVISORS, INC.
    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 55,537 shares
    Change vs previous 13F +18,056 shares

    3.78% of the 13F portfolio, value $4,293,587.

    13F-HR 0002047030-25-000007 filed by FIDUCIARY ADVISORS, INC.
    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 37,481 shares
    Change vs previous 13F -56 shares

    2.58% of the 13F portfolio, value $2,616,549.

    13F-HR 0002047030-25-000004 filed by FIDUCIARY ADVISORS, INC.
    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 37,537 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $2,482,695.

    13F-HR 0002047030-25-000002 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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