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GeoWealth Management, LLC: IXUS position timeline

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

GeoWealth Management, LLC held 57,868 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,868 shares
    Change vs previous 13F -4,772 shares

    0.17% of the 13F portfolio, value $5,523,005.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 62,640 shares
    Change vs previous 13F -1,044 shares

    0.2% of the 13F portfolio, value $5,427,340.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 63,684 shares
    Change vs previous 13F -2,036 shares

    0.2% of the 13F portfolio, value $5,390,371.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 65,720 shares
    Change vs previous 13F -23,045 shares

    0.2% of the 13F portfolio, value $5,427,309.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 88,765 shares
    Change vs previous 13F -10,769 shares

    0.27% of the 13F portfolio, value $6,862,555.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 99,534 shares
    Change vs previous 13F -3,586 shares

    0.28% of the 13F portfolio, value $6,948,630.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 103,120 shares
    Change vs previous 13F -6,017 shares

    0.22% of the 13F portfolio, value $6,820,520.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 109,137 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,926,698.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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