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PENOBSCOT WEALTH MANAGEMENT: IXUS position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 35,249 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,249 shares
    Change vs previous 13F -1,087 shares

    0.9% of the 13F portfolio, value $3,364,128.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH 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 36,336 shares
    Change vs previous 13F -855 shares

    0.93% of the 13F portfolio, value $3,148,155.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH 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 37,191 shares
    Change vs previous 13F +144 shares

    0.97% of the 13F portfolio, value $3,147,814.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH 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 37,047 shares
    Change vs previous 13F -1,412 shares

    0.98% of the 13F portfolio, value $3,059,379.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 38,459 shares
    Change vs previous 13F -1,174 shares

    1.06% of the 13F portfolio, value $2,973,246.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 39,633 shares
    Change vs previous 13F -5,093 shares

    1.16% of the 13F portfolio, value $2,766,799.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 44,726 shares
    Change vs previous 13F -1,689 shares

    1.36% of the 13F portfolio, value $2,958,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 46,415 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,371,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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