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Disclosery

Shira Ridge Wealth Management: IXN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shira Ridge Wealth Management on IXN, newest first. How the timeline and the estimate are built.

Shira Ridge Wealth Management held 68,795 IXN shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,795 shares
    Change vs previous 13F -463 shares

    3.54% of the 13F portfolio, value $10,196,762.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,258 shares
    Change vs previous 13F -1,223 shares

    3.49% of the 13F portfolio, value $10,006,386.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 70,481 shares
    Change vs previous 13F -418 shares

    2.79% of the 13F portfolio, value $7,045,979.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 70,899 shares
    Change vs previous 13F -18,696 shares

    2.99% of the 13F portfolio, value $7,444,388.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 89,595 shares
    Change vs previous 13F -1,947 shares

    3.92% of the 13F portfolio, value $9,247,093.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 91,542 shares
    Change vs previous 13F -8,909 shares

    3.86% of the 13F portfolio, value $8,452,982.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 100,451 shares
    Change vs previous 13F -95,173 shares

    3.79% of the 13F portfolio, value $7,608,154.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 195,624 shares
    Change vs previous 13F not available

    8.11% of the 13F portfolio, value $16,579,128.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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