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Disclosery

Newton One Investments LLC: IXUS position timeline

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

Newton One Investments LLC held 96,407 IXUS shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 96,407 shares
    Change vs previous 13F +720 shares

    2.34% of the 13F portfolio, value $9,157,701.

    13F-HR 0001842787-26-000007 filed by Newton One Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 95,687 shares
    Change vs previous 13F +131 shares

    2.3% of the 13F portfolio, value $9,132,406.

    13F-HR 0001842787-26-000005 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 95,556 shares
    Change vs previous 13F -3,661 shares

    2.25% of the 13F portfolio, value $8,278,994.

    13F-HR 0001842787-26-000003 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 99,217 shares
    Change vs previous 13F +1,117 shares

    2.48% of the 13F portfolio, value $8,397,749.

    13F-HR 0001842787-26-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 98,100 shares
    Change vs previous 13F -1,771 shares

    2.4% of the 13F portfolio, value $8,101,107.

    13F-HR 0001842787-25-000009 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 99,871 shares
    Change vs previous 13F +304 shares

    2.43% of the 13F portfolio, value $7,721,050.

    13F-HR 0001842787-25-000007 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 99,567 shares
    Change vs previous 13F +1,351 shares

    2.49% of the 13F portfolio, value $6,950,793.

    13F-HR 0001842787-25-000006 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 98,216 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $6,496,026.

    13F-HR 0001842787-25-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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