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Disclosery

Kathmere Capital Management, LLC: IX position timeline

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

Kathmere Capital Management, LLC held 32,308 IX 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 32,308 shares
    Change vs previous 13F +2,603 shares

    0.07% of the 13F portfolio, value $1,228,996.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 29,705 shares
    Change vs previous 13F +3,386 shares

    0.06% of the 13F portfolio, value $890,853.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 26,319 shares
    Change vs previous 13F +1,018 shares

    0.05% of the 13F portfolio, value $769,041.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 25,301 shares
    Change vs previous 13F +4,494 shares

    0.05% of the 13F portfolio, value $660,862.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 20,807 shares
    Change vs previous 13F -6,048 shares

    0.04% of the 13F portfolio, value $468,574.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 26,855 shares
    Change vs previous 13F +21,855 shares

    0.05% of the 13F portfolio, value $561,001.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 5,000 shares
    Change vs previous 13F -225 shares

    0.05% of the 13F portfolio, value $531,150.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 5,225 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $606,361.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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