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Neo Ivy Capital Management: BAX position timeline

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

Neo Ivy Capital Management held 120,336 BAX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,336 shares
    Change vs previous 13F +117,117 shares

    0.59% of the 13F portfolio, value $2,565,563.

    13F-HR 0001727783-26-000006 filed by Neo Ivy Capital Management
    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 3,219 shares
    Change vs previous 13F -304,232 shares

    0.01% of the 13F portfolio, value $54,079.

    13F-HR 0001727783-26-000005 filed by Neo Ivy Capital Management
    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 307,451 shares
    Change vs previous 13F +296,943 shares

    0.93% of the 13F portfolio, value $5,875,388.

    13F-HR 0001727783-26-000004 filed by Neo Ivy Capital Management
    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 10,508 shares
    Change vs previous 13F +10,508 shares

    0.06% of the 13F portfolio, value $239,267.

    13F-HR 0001727783-25-000008 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -127,857 shares

    13F-HR 0001727783-25-000004 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 127,857 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,728,000.

    13F-HR 0001727783-25-000003 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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