Gitterman Wealth Management, LLC: IX position timeline

Gitterman Wealth Management, LLC held 0 IX shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,890 shares

   13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,890 shares

   Change vs previous 13F -7,934 shares

   0.01% of the 13F portfolio, value $42,573.

   13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 9,824 shares

   Change vs previous 13F +7,897 shares

   0.05% of the 13F portfolio, value $205,270.

   13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 1,927 shares

   Change vs previous 13F +162 shares

   0.09% of the 13F portfolio, value $204,629.

   13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 1,765 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $204,955.

   13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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