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REGATTA CAPITAL GROUP, LLC: IXUS position timeline

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

REGATTA CAPITAL GROUP, LLC held 289,517 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,517 shares
    Change vs previous 13F +31,057 shares

    3.72% of the 13F portfolio, value $27,631,523.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, LLC
    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 258,460 shares
    Change vs previous 13F +18,490 shares

    3.39% of the 13F portfolio, value $22,392,960.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, LLC
    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 239,970 shares
    Change vs previous 13F +7,447 shares

    3.07% of the 13F portfolio, value $20,311,039.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 232,523 shares
    Change vs previous 13F +17,888 shares

    3.03% of the 13F portfolio, value $19,201,736.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 214,635 shares
    Change vs previous 13F +83,842 shares

    2.85% of the 13F portfolio, value $16,593,435.

    13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 130,793 shares
    Change vs previous 13F -88,065 shares

    1.77% of the 13F portfolio, value $9,130,639.

    13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL GROUP, LLC
    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 218,858 shares
    Change vs previous 13F +9,415 shares

    2.81% of the 13F portfolio, value $14,475,285.

    13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 209,443 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $15,211,871.

    13F-HR 0001951757-24-001040 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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