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TRUE Private Wealth Advisors: IXUS position timeline

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

TRUE Private Wealth Advisors held 862,127 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 862,127 shares
    Change vs previous 13F -159,876 shares

    7.1% of the 13F portfolio, value $82,281,416.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 1,022,003 shares
    Change vs previous 13F +307,938 shares

    8.44% of the 13F portfolio, value $88,546,347.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 714,065 shares
    Change vs previous 13F +16,043 shares

    6.06% of the 13F portfolio, value $60,438,440.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 698,022 shares
    Change vs previous 13F +52,221 shares

    5.88% of the 13F portfolio, value $57,642,663.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 645,801 shares
    Change vs previous 13F +76,041 shares

    5.61% of the 13F portfolio, value $49,926,842.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 569,760 shares
    Change vs previous 13F -657,472 shares

    4.83% of the 13F portfolio, value $39,774,968.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 1,227,232 shares
    Change vs previous 13F -47,904 shares

    9.85% of the 13F portfolio, value $81,169,173.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 1,275,136 shares
    Change vs previous 13F not available

    11.05% of the 13F portfolio, value $92,613,194.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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