Lester Murray Antman dba SimplyRich: IX position timeline

Lester Murray Antman dba SimplyRich held 66,449 IX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 66,449 shares

   Change vs previous 13F +3,215 shares

   0.6% of the 13F portfolio, value $2,527,000.

   13F-HR 0001725888-26-000003 filed by Lester Murray Antman dba SimplyRich
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 63,234 shares

   Change vs previous 13F -87 shares

   0.49% of the 13F portfolio, value $1,896,000.

   13F-HR 0001725888-26-000002 filed by Lester Murray Antman dba SimplyRich
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 63,321 shares

   Change vs previous 13F +17,040 shares

   0.48% of the 13F portfolio, value $1,850,000.

   13F-HR 0001725888-26-000001 filed by Lester Murray Antman dba SimplyRich
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 46,281 shares

   Change vs previous 13F +645 shares

   0.33% of the 13F portfolio, value $1,208,000.

   13F-HR 0001725888-25-000004 filed by Lester Murray Antman dba SimplyRich
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 45,636 shares

   Change vs previous 13F +14,188 shares

   0.29% of the 13F portfolio, value $1,027,000.

   13F-HR 0001725888-25-000001 filed by Lester Murray Antman dba SimplyRich
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 31,448 shares

   Change vs previous 13F +25,238 shares

   0.19% of the 13F portfolio, value $656,000.

   13F-HR 0001842974-25-000009 filed by Lester Murray Antman dba SimplyRich
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 6,210 shares

   Change vs previous 13F -69 shares

   0.19% of the 13F portfolio, value $659,000.

   13F-HR 0001907157-25-000002 filed by Lester Murray Antman dba SimplyRich
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 6,279 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $728,000.

   13F-HR 0001792704-24-000019 filed by Lester Murray Antman dba SimplyRich
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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