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Goldstein Advisors, LLC: IXUS position timeline

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

Goldstein Advisors, LLC held 168,051 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 168,051 shares
    Change vs previous 13F -55,020 shares

    1.47% of the 13F portfolio, value $16,038,832.

    13F-HR 0001172661-26-002693 filed by Goldstein Advisors, 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 223,071 shares
    Change vs previous 13F +20,332 shares

    2.15% of the 13F portfolio, value $19,326,869.

    13F-HR 0001172661-26-001553 filed by Goldstein Advisors, 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 202,739 shares
    Change vs previous 13F -2,667 shares

    1.96% of the 13F portfolio, value $17,159,868.

    13F-HR 0001172661-26-000596 filed by Goldstein Advisors, 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 205,406 shares
    Change vs previous 13F -7,730 shares

    2.06% of the 13F portfolio, value $16,962,465.

    13F-HR 0001172661-25-004337 filed by Goldstein Advisors, 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 213,136 shares
    Change vs previous 13F +2,469 shares

    2.21% of the 13F portfolio, value $16,477,579.

    13F-HR 0001172661-25-002781 filed by Goldstein Advisors, 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 210,667 shares
    Change vs previous 13F -1,312 shares

    2.15% of the 13F portfolio, value $14,706,695.

    13F-HR 0001172661-25-001539 filed by Goldstein Advisors, 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 211,979 shares
    Change vs previous 13F +20,530 shares

    2.04% of the 13F portfolio, value $14,020,321.

    13F-HR 0001172661-25-000256 filed by Goldstein Advisors, 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 191,449 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $13,904,974.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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