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FORTE ASSET MANAGEMENT LLC: IXUS position timeline

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

FORTE ASSET MANAGEMENT LLC held 135,907 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,907 shares
    Change vs previous 13F +3,470 shares

    5.3% of the 13F portfolio, value $12,970,982.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT 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 132,437 shares
    Change vs previous 13F -130 shares

    5.04% of the 13F portfolio, value $11,474,351.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT 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 132,567 shares
    Change vs previous 13F -5,151 shares

    5.1% of the 13F portfolio, value $11,220,480.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT 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 137,718 shares
    Change vs previous 13F -6,223 shares

    5.47% of the 13F portfolio, value $11,372,792.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT 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 143,941 shares
    Change vs previous 13F -4,380 shares

    5.67% of the 13F portfolio, value $11,128,116.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT 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 148,321 shares
    Change vs previous 13F -1,517 shares

    5.22% of the 13F portfolio, value $10,354,292.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT 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 149,838 shares
    Change vs previous 13F -9,758 shares

    5.26% of the 13F portfolio, value $9,910,288.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT 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 159,596 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $11,591,446.

    13F-HR 0001927129-24-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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