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FORBES J M & CO LLP: IXUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on IXUS, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 124,730 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,730 shares
    Change vs previous 13F -744 shares

    0.94% of the 13F portfolio, value $11,904,231.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 125,474 shares
    Change vs previous 13F +2,527 shares

    0.92% of the 13F portfolio, value $10,871,067.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 122,947 shares
    Change vs previous 13F +2,726 shares

    0.84% of the 13F portfolio, value $10,406,234.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 120,221 shares
    Change vs previous 13F +1,631 shares

    0.83% of the 13F portfolio, value $9,927,850.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 118,590 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $9,168,193.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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