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Sandy Cove Advisors, LLC: IXUS position timeline

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

Sandy Cove Advisors, LLC held 14,734 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,734 shares
    Change vs previous 13F +300 shares

    0.35% of the 13F portfolio, value $1,406,230.

    13F-HR 0001172661-26-002505 filed by Sandy Cove 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 ended2026-03-31
    13F 14,434 shares
    Change vs previous 13F +231 shares

    0.37% of the 13F portfolio, value $1,250,579.

    13F-HR 0001172661-26-001597 filed by Sandy Cove 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 ended2025-12-31
    13F 14,203 shares
    Change vs previous 13F -744 shares

    0.36% of the 13F portfolio, value $1,202,159.

    13F-HR 0001172661-26-000539 filed by Sandy Cove 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 ended2025-09-30
    13F 14,947 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,234,351.

    13F-HR 0001172661-25-004355 filed by Sandy Cove 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 ended2025-06-30
    13F 14,947 shares
    Change vs previous 13F -627 shares

    0.42% of the 13F portfolio, value $1,155,578.

    13F-HR 0001172661-25-002497 filed by Sandy Cove 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 ended2025-03-31
    13F 15,574 shares
    Change vs previous 13F -1,147 shares

    0.44% of the 13F portfolio, value $1,087,212.

    13F-HR 0001172661-25-001682 filed by Sandy Cove 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 ended2024-12-31
    13F 16,721 shares
    Change vs previous 13F +677 shares

    0.43% of the 13F portfolio, value $1,105,919.

    13F-HR 0001172661-25-000196 filed by Sandy Cove 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 ended2024-09-30
    13F 16,044 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,165,272.

    13F-HR 0001172661-24-004285 filed by Sandy Cove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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