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James J. Burns & Company, LLC: IXUS position timeline

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

James J. Burns & Company, LLC held 88,048 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,048 shares
    Change vs previous 13F -433 shares

    0.91% of the 13F portfolio, value $8,403,302.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 88,481 shares
    Change vs previous 13F -1,765 shares

    1.04% of the 13F portfolio, value $7,665,955.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 90,246 shares
    Change vs previous 13F +1,921 shares

    1.05% of the 13F portfolio, value $7,638,461.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 88,325 shares
    Change vs previous 13F -158 shares

    1.09% of the 13F portfolio, value $7,293,883.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 88,483 shares
    Change vs previous 13F +8,460 shares

    1.12% of the 13F portfolio, value $6,840,635.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 80,023 shares
    Change vs previous 13F +732 shares

    1% of the 13F portfolio, value $5,586,471.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 79,291 shares
    Change vs previous 13F +1,835 shares

    0.91% of the 13F portfolio, value $5,245,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 77,456 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $5,626,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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