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Strategic Global Advisors, LLC: IX position timeline

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

Strategic Global Advisors, LLC held 8,760 IX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,760 shares
    Change vs previous 13F -24,068 shares

    0.05% of the 13F portfolio, value $333,230.

    13F-HR 0001580212-26-000004 filed by Strategic Global 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 32,828 shares
    Change vs previous 13F +6,635 shares

    0.16% of the 13F portfolio, value $984,511.

    13F-HR 0001580212-26-000003 filed by Strategic Global 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 26,193 shares
    Change vs previous 13F +2,968 shares

    0.12% of the 13F portfolio, value $765,359.

    13F-HR 0001580212-26-000002 filed by Strategic Global 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 23,225 shares
    Change vs previous 13F -6,150 shares

    0.09% of the 13F portfolio, value $606,637.

    13F-HR 0001580212-25-000003 filed by Strategic Global 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 29,375 shares
    Change vs previous 13F +6,771 shares

    0.11% of the 13F portfolio, value $661,525.

    13F-HR 0001085146-25-005131 filed by Strategic Global 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 22,604 shares
    Change vs previous 13F +17,982 shares

    0.09% of the 13F portfolio, value $472,198.

    13F-HR 0001085146-25-003186 filed by Strategic Global 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 4,622 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $490,995.

    13F-HR 0001085146-25-001558 filed by Strategic Global 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 4,611 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $535,107.

    13F-HR 0001085146-24-005761 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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