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Hoxton Planning & Management, LLC: IXUS position timeline

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

Hoxton Planning & Management, LLC held 6,756 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,756 shares
    Change vs previous 13F +240 shares

    0.17% of the 13F portfolio, value $644,793.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 6,516 shares
    Change vs previous 13F +141 shares

    0.17% of the 13F portfolio, value $564,546.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 6,375 shares
    Change vs previous 13F -242 shares

    0.16% of the 13F portfolio, value $539,580.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 6,617 shares
    Change vs previous 13F -157 shares

    0.18% of the 13F portfolio, value $546,432.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 6,774 shares
    Change vs previous 13F -32 shares

    0.18% of the 13F portfolio, value $523,698.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 6,806 shares
    Change vs previous 13F +670 shares

    0.18% of the 13F portfolio, value $475,127.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 6,136 shares
    Change vs previous 13F +335 shares

    0.16% of the 13F portfolio, value $405,835.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & 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 5,801 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $421,327.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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