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Soltis Investment Advisors LLC: IXUS position timeline

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

Soltis Investment Advisors LLC held 65,152 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,152 shares
    Change vs previous 13F -23 shares

    0.36% of the 13F portfolio, value $6,218,096.

    13F-HR 0001802530-26-000004 filed by Soltis Investment 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 65,175 shares
    Change vs previous 13F -170 shares

    0.37% of the 13F portfolio, value $5,646,763.

    13F-HR 0001802530-26-000003 filed by Soltis Investment 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/A 65,345 shares
    Change vs previous 13F +11,004 shares

    0.36% of the 13F portfolio, value $5,530,802.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment 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 54,341 shares
    Change vs previous 13F -2,141 shares

    0.31% of the 13F portfolio, value $4,487,484.

    13F-HR 0001802530-25-000007 filed by Soltis Investment 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 56,482 shares
    Change vs previous 13F +935 shares

    0.34% of the 13F portfolio, value $4,366,607.

    13F-HR 0001802530-25-000004 filed by Soltis Investment 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 55,547 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $3,877,716.

    13F-HR 0001802530-25-000003 filed by Soltis Investment 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 55,547 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $3,673,859.

    13F-HR 0001802530-25-000002 filed by Soltis Investment 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/A 55,538 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,033,692.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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