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Disclosery

MA Private Wealth: IXUS position timeline

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

MA Private Wealth held 21,014 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,014 shares
    Change vs previous 13F -742 shares

    0.3% of the 13F portfolio, value $2,005,582.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 21,756 shares
    Change vs previous 13F -1,362 shares

    0.32% of the 13F portfolio, value $1,884,945.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 23,118 shares
    Change vs previous 13F -8,191 shares

    0.33% of the 13F portfolio, value $1,956,713.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 31,309 shares
    Change vs previous 13F -425 shares

    0.43% of the 13F portfolio, value $2,585,502.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 31,734 shares
    Change vs previous 13F -1,181 shares

    0.44% of the 13F portfolio, value $2,453,371.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 32,915 shares
    Change vs previous 13F -1,071 shares

    0.43% of the 13F portfolio, value $2,297,766.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 33,986 shares
    Change vs previous 13F -1,273 shares

    0.42% of the 13F portfolio, value $2,247,838.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 35,259 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,560,866.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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