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TD Capital Management LLC: IXUS position timeline

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

TD Capital Management LLC held 155,513 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,513 shares
    Change vs previous 13F -4,521 shares

    1.21% of the 13F portfolio, value $14,842,144.

    13F-HR 0001483824-26-000004 filed by TD Capital Management 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 160,034 shares
    Change vs previous 13F -3,600 shares

    1.25% of the 13F portfolio, value $13,865,341.

    13F-HR 0001483824-26-000003 filed by TD Capital 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 ended2025-12-31
    13F 163,634 shares
    Change vs previous 13F -1,864 shares

    1.23% of the 13F portfolio, value $13,850,010.

    13F-HR 0001483824-26-000002 filed by TD Capital 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 ended2025-09-30
    13F 165,498 shares
    Change vs previous 13F -12,920 shares

    1.23% of the 13F portfolio, value $13,666,818.

    13F-HR 0001483824-25-000007 filed by TD Capital 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 ended2025-06-30
    13F 178,418 shares
    Change vs previous 13F -5,028 shares

    1.3% of the 13F portfolio, value $13,793,478.

    13F-HR 0001483824-25-000004 filed by TD Capital 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 ended2025-03-31
    13F 183,446 shares
    Change vs previous 13F -11,728 shares

    1.3% of the 13F portfolio, value $12,806,394.

    13F-HR 0001483824-25-000003 filed by TD Capital 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 ended2024-12-31
    13F 195,174 shares
    Change vs previous 13F -23,592 shares

    1.31% of the 13F portfolio, value $12,908,801.

    13F-HR 0001483824-25-000002 filed by TD Capital 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 ended2024-09-30
    13F 218,766 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $15,888,970.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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