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Taylor & Morgan Wealth Management, LLC: IXUS position timeline

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

Taylor & Morgan Wealth Management, LLC held 46,129 IXUS 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 46,129 shares
    Change vs previous 13F +1,912 shares

    2.11% of the 13F portfolio, value $4,381,773.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,217 shares
    Change vs previous 13F +7,764 shares

    2.08% of the 13F portfolio, value $4,220,088.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
    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 36,453 shares
    Change vs previous 13F +3,562 shares

    1.8% of the 13F portfolio, value $3,158,314.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 32,891 shares
    Change vs previous 13F +4,773 shares

    1.56% of the 13F portfolio, value $2,783,920.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,118 shares
    Change vs previous 13F +2,228 shares

    1.43% of the 13F portfolio, value $2,321,995.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,890 shares
    Change vs previous 13F +1,895 shares

    1.35% of the 13F portfolio, value $2,001,566.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
    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 23,995 shares
    Change vs previous 13F +622 shares

    1.26% of the 13F portfolio, value $1,675,091.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,373 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,545,890.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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