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Disclosery

Net Worth Advisory Group: IX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on IX, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 11,034 IX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,034 shares
    Change vs previous 13F -47 shares

    0.11% of the 13F portfolio, value $419,750.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 11,081 shares
    Change vs previous 13F -55 shares

    0.07% of the 13F portfolio, value $332,332.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 11,136 shares
    Change vs previous 13F +389 shares

    0.07% of the 13F portfolio, value $325,383.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 10,747 shares
    Change vs previous 13F -666 shares

    0.08% of the 13F portfolio, value $280,720.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 11,413 shares
    Change vs previous 13F -109 shares

    0.06% of the 13F portfolio, value $257,025.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 11,522 shares
    Change vs previous 13F +9,090 shares

    0.08% of the 13F portfolio, value $240,704.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 2,432 shares
    Change vs previous 13F -56 shares

    0.08% of the 13F portfolio, value $258,376.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 2,488 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $288,782.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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