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Rooted Wealth Advisors, Inc.: IXUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rooted Wealth Advisors, Inc. on IXUS, newest first. How the timeline and the estimate are built.

Rooted Wealth Advisors, Inc. held 14,103 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,103 shares
    Change vs previous 13F -878 shares

    0.33% of the 13F portfolio, value $1,346,020.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 14,981 shares
    Change vs previous 13F -172 shares

    0.37% of the 13F portfolio, value $1,406,268.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 15,153 shares
    Change vs previous 13F -1,314 shares

    0.38% of the 13F portfolio, value $1,363,620.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 16,467 shares
    Change vs previous 13F -164,465 shares

    0.42% of the 13F portfolio, value $1,382,429.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 180,932 shares
    Change vs previous 13F +893 shares

    4.83% of the 13F portfolio, value $13,978,838.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 180,039 shares
    Change vs previous 13F -4,618 shares

    5.01% of the 13F portfolio, value $11,623,319.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 184,657 shares
    Change vs previous 13F +6,430 shares

    4.81% of the 13F portfolio, value $12,294,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    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 178,227 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $12,873,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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