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Steward Partners Investment Advisory, LLC: IXUS position timeline

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

Steward Partners Investment Advisory, LLC held 594,031 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 594,031 shares
    Change vs previous 13F +161,448 shares

    0.29% of the 13F portfolio, value $56,694,287.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 432,583 shares
    Change vs previous 13F +386,503 shares

    0.19% of the 13F portfolio, value $37,479,020.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 46,080 shares
    Change vs previous 13F +1,595 shares

    0.02% of the 13F portfolio, value $3,900,262.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 44,485 shares
    Change vs previous 13F +159 shares

    0.02% of the 13F portfolio, value $3,673,570.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 44,326 shares
    Change vs previous 13F +11,474 shares

    0.03% of the 13F portfolio, value $3,426,857.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 32,852 shares
    Change vs previous 13F -769 shares

    0.02% of the 13F portfolio, value $2,293,365.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 33,621 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $2,223,662.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 33,566 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,437,927.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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