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LJI Wealth Management, LLC: IXUS position timeline

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

LJI Wealth Management, LLC held 8,439 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,439 shares
    Change vs previous 13F -2,938 shares

    0.11% of the 13F portfolio, value $805,393.

    13F-HR 0001104659-26-089144 filed by LJI 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 11,377 shares
    Change vs previous 13F -3,731 shares

    0.16% of the 13F portfolio, value $985,739.

    13F-HR 0002085853-26-000559 filed by LJI 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 15,108 shares
    Change vs previous 13F +6,712 shares

    0.2% of the 13F portfolio, value $1,278,700.

    13F-HR 0002085853-26-000182 filed by LJI 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 8,396 shares
    Change vs previous 13F -4,700 shares

    0.12% of the 13F portfolio, value $693,368.

    13F-HR 0002085853-25-000182 filed by LJI 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 13,096 shares
    Change vs previous 13F +1,076 shares

    0.18% of the 13F portfolio, value $1,012,463.

    13F-HR 0001667731-25-001020 filed by LJI 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 12,020 shares
    Change vs previous 13F +735 shares

    0.17% of the 13F portfolio, value $839,119.

    13F-HR 0001667731-25-000572 filed by LJI 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 11,285 shares
    Change vs previous 13F -1,772 shares

    0.15% of the 13F portfolio, value $746,393.

    13F-HR 0001667731-25-000145 filed by LJI 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 13,057 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $948,321.

    13F-HR 0001988563-24-000008 filed by LJI Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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