Luminvest Wealth Management LLC: IXUS position timeline

Luminvest Wealth Management LLC held 20,181 IXUS 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 20,181 shares

   Change vs previous 13F -320 shares

   0.45% of the 13F portfolio, value $1,926,040.

   13F-HR 0002036517-26-000004 filed by Luminvest Wealth Management LLC
   Filed 2026-07-29 (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 20,501 shares

   Change vs previous 13F +385 shares

   0.46% of the 13F portfolio, value $1,776,175.

   13F-HR 0002036517-26-000002 filed by Luminvest Wealth Management LLC
   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 20,116 shares

   Change vs previous 13F +2,069 shares

   0.47% of the 13F portfolio, value $1,702,587.

   13F-HR 0002036517-26-000001 filed by Luminvest Wealth Management LLC
   Filed 2026-01-26 (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 18,047 shares

   Change vs previous 13F +123 shares

   0.49% of the 13F portfolio, value $1,490,370.

   13F-HR 0002036517-25-000002 filed by Luminvest Wealth Management LLC
   Filed 2025-11-04 (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 17,924 shares

   Change vs previous 13F not available

   0.5% of the 13F portfolio, value $1,385,749.

   13F-HR 0001085146-25-003919 filed by Luminvest Wealth Management LLC
   Filed 2025-07-17 (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).