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Disclosery

Finley Financial, LLC: IXUS position timeline

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

Finley Financial, LLC held 228,192 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,192 shares
    Change vs previous 13F -1,190 shares

    8.77% of the 13F portfolio, value $21,778,644.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 229,382 shares
    Change vs previous 13F +21,473 shares

    9.3% of the 13F portfolio, value $19,873,656.

    13F-HR 0002047823-26-000002 filed by Finley Financial, 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 207,909 shares
    Change vs previous 13F +10,532 shares

    8.06% of the 13F portfolio, value $17,597,418.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 197,377 shares
    Change vs previous 13F +8,940 shares

    7.54% of the 13F portfolio, value $16,299,393.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 188,437 shares
    Change vs previous 13F +8,431 shares

    7.32% of the 13F portfolio, value $14,568,064.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 180,006 shares
    Change vs previous 13F +10,084 shares

    7.21% of the 13F portfolio, value $12,938,831.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 169,922 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $11,255,633.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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