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Disclosery

SIMA Wealth Partners, LLC: IXUS position timeline

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

SIMA Wealth Partners, LLC held 3,800 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 3,800 shares
    Change vs previous 13F +78 shares

    0.26% of the 13F portfolio, value $362,672.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 3,722 shares
    Change vs previous 13F +284 shares

    0.25% of the 13F portfolio, value $322,475.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 3,438 shares
    Change vs previous 13F -349 shares

    0.22% of the 13F portfolio, value $290,993.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 3,787 shares
    Change vs previous 13F -357 shares

    0.24% of the 13F portfolio, value $312,731.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 4,144 shares
    Change vs previous 13F -318 shares

    0.26% of the 13F portfolio, value $320,373.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 4,462 shares
    Change vs previous 13F -331 shares

    0.26% of the 13F portfolio, value $311,493.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 4,793 shares
    Change vs previous 13F +482 shares

    0.27% of the 13F portfolio, value $317,010.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 4,311 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $313,108.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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