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Disclosery

HB Wealth Management, LLC: IXUS position timeline

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

HB Wealth Management, LLC held 178,576 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,576 shares
    Change vs previous 13F -2,160 shares

    0.1% of the 13F portfolio, value $17,043,312.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 180,736 shares
    Change vs previous 13F -36,920 shares

    0.1% of the 13F portfolio, value $15,659,019.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 217,656 shares
    Change vs previous 13F +7,366 shares

    0.12% of the 13F portfolio, value $18,422,443.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 210,290 shares
    Change vs previous 13F +17,804 shares

    0.12% of the 13F portfolio, value $17,365,822.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 192,486 shares
    Change vs previous 13F -20,751 shares

    0.12% of the 13F portfolio, value $14,881,106.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 213,237 shares
    Change vs previous 13F +5,275 shares

    0.13% of the 13F portfolio, value $14,886,078.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 207,962 shares
    Change vs previous 13F +375 shares

    0.14% of the 13F portfolio, value $13,754,610.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 207,587 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $15,077,101.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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