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Disclosery

Sara-Bay Financial: IXUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on IXUS, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 7,887 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,887 shares
    Change vs previous 13F +223 shares

    0.2% of the 13F portfolio, value $752,764.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 7,664 shares
    Change vs previous 13F +90 shares

    0.2% of the 13F portfolio, value $664,026.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 7,574 shares
    Change vs previous 13F +896 shares

    0.19% of the 13F portfolio, value $643,579.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 6,678 shares
    Change vs previous 13F +365 shares

    0.15% of the 13F portfolio, value $551,460.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 6,313 shares
    Change vs previous 13F -1,373 shares

    0.17% of the 13F portfolio, value $488,049.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 7,686 shares
    Change vs previous 13F +471 shares

    0.24% of the 13F portfolio, value $540,169.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 7,215 shares
    Change vs previous 13F +123 shares

    0.18% of the 13F portfolio, value $477,263.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    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 7,092 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $515,072.

    13F-HR 0001816444-24-000004 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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