SENTINEL WEALTH MANAGEMENT, INC.: IXUS position timeline

SENTINEL WEALTH MANAGEMENT, INC. held 46,130 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 46,130 shares

   Change vs previous 13F -159 shares

   3.1% of the 13F portfolio, value $4,402,648.

   13F-HR 0001929328-26-000008 filed by SENTINEL WEALTH MANAGEMENT, INC.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 46,289 shares

   Change vs previous 13F -519 shares

   3.21% of the 13F portfolio, value $4,010,479.

   13F-HR 0001929328-26-000006 filed by SENTINEL WEALTH MANAGEMENT, INC.
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 46,808 shares

   Change vs previous 13F -568 shares

   3.29% of the 13F portfolio, value $3,961,830.

   13F-HR 0001929328-26-000004 filed by SENTINEL WEALTH MANAGEMENT, INC.
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 47,376 shares

   Change vs previous 13F -84 shares

   3.4% of the 13F portfolio, value $3,912,311.

   13F-HR 0001929328-25-000007 filed by SENTINEL WEALTH MANAGEMENT, INC.
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 47,460 shares

   Change vs previous 13F not available

   3.45% of the 13F portfolio, value $3,669,133.

   13F-HR/A 0001929328-26-000005 filed by SENTINEL WEALTH MANAGEMENT, INC.
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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