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Disclosery

Forum Private Client Group LLC: IXUS position timeline

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

Forum Private Client Group LLC held 111,851 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,851 shares
    Change vs previous 13F -24,646 shares

    3.18% of the 13F portfolio, value $10,675,073.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 136,497 shares
    Change vs previous 13F -18,351 shares

    3.92% of the 13F portfolio, value $11,762,073.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 154,848 shares
    Change vs previous 13F -9,412 shares

    4.47% of the 13F portfolio, value $13,106,376.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 164,260 shares
    Change vs previous 13F -137 shares

    4.83% of the 13F portfolio, value $13,564,584.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 164,397 shares
    Change vs previous 13F +280 shares

    4.9% of the 13F portfolio, value $12,709,532.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 164,117 shares
    Change vs previous 13F +786 shares

    4.97% of the 13F portfolio, value $11,456,999.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 163,331 shares
    Change vs previous 13F +3,491 shares

    4.81% of the 13F portfolio, value $10,802,740.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 159,840 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $11,609,183.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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