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Disclosery

VERITY Wealth Advisors: IXUS position timeline

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

VERITY Wealth Advisors held 12,028 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,028 shares
    Change vs previous 13F +884 shares

    0.69% of the 13F portfolio, value $1,147,952.

    13F-HR 0001763138-26-000004 filed by VERITY 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 11,144 shares
    Change vs previous 13F +258 shares

    0.64% of the 13F portfolio, value $965,516.

    13F-HR 0001763138-26-000002 filed by VERITY 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 10,886 shares
    Change vs previous 13F -181 shares

    0.57% of the 13F portfolio, value $921,391.

    13F-HR 0001763138-26-000001 filed by VERITY 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 11,067 shares
    Change vs previous 13F +501 shares

    0.58% of the 13F portfolio, value $913,913.

    13F-HR 0001763138-25-000007 filed by VERITY 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 10,566 shares
    Change vs previous 13F +832 shares

    0.55% of the 13F portfolio, value $816,857.

    13F-HR 0001763138-25-000005 filed by VERITY 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 9,734 shares
    Change vs previous 13F -470 shares

    0.5% of the 13F portfolio, value $679,531.

    13F-HR 0001763138-25-000004 filed by VERITY 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 10,204 shares
    Change vs previous 13F -90 shares

    0.49% of the 13F portfolio, value $674,893.

    13F-HR 0001763138-25-000001 filed by VERITY 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 10,294 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $747,653.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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