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Richard Bernstein Advisors LLC: IXJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on IXJ, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 397,027 IXJ shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 397,027 shares
    Change vs previous 13F -887,197 shares

    1.08% of the 13F portfolio, value $37,140,521.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,284,224 shares
    Change vs previous 13F -24,161 shares

    3.68% of the 13F portfolio, value $125,085,776.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,308,385 shares
    Change vs previous 13F -40,778 shares

    3.35% of the 13F portfolio, value $117,352,821.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,349,163 shares
    Change vs previous 13F +132,284 shares

    2.87% of the 13F portfolio, value $116,151,564.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,216,879 shares
    Change vs previous 13F -40,786 shares

    2.69% of the 13F portfolio, value $110,979,382.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,257,665 shares
    Change vs previous 13F -42,384 shares

    2.45% of the 13F portfolio, value $108,121,457.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,300,049 shares
    Change vs previous 13F -209,365 shares

    2.74% of the 13F portfolio, value $127,612,802.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,509,414 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $140,133,984.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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