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Disclosery

Verus Financial Partners, Inc.: IXUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verus Financial Partners, Inc. on IXUS, newest first. How the timeline and the estimate are built.

Verus Financial Partners, Inc. held 147,737 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,737 shares
    Change vs previous 13F +975 shares

    1.21% of the 13F portfolio, value $14,100,013.

    13F-HR 0001481714-26-000005 filed by Verus Financial Partners, Inc.
    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 146,762 shares
    Change vs previous 13F -2,160 shares

    1.22% of the 13F portfolio, value $13,632,695.

    13F-HR 0001481714-26-000003 filed by Verus Financial Partners, Inc.
    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 148,922 shares
    Change vs previous 13F -4,906 shares

    1.23% of the 13F portfolio, value $13,341,934.

    13F-HR 0001481714-26-000001 filed by Verus Financial Partners, Inc.
    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 153,828 shares
    Change vs previous 13F -2,327 shares

    1.22% of the 13F portfolio, value $12,703,078.

    13F-HR 0001481714-25-000012 filed by Verus Financial Partners, Inc.
    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 156,155 shares
    Change vs previous 13F -2,229 shares

    1.24% of the 13F portfolio, value $12,139,516.

    13F-HR 0001481714-25-000006 filed by Verus Financial Partners, Inc.
    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 158,384 shares
    Change vs previous 13F -11,153 shares

    1.24% of the 13F portfolio, value $10,866,698.

    13F-HR 0001481714-25-000005 filed by Verus Financial Partners, Inc.
    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 169,537 shares
    Change vs previous 13F -9,137 shares

    1.24% of the 13F portfolio, value $11,074,184.

    13F-HR 0001481714-25-000002 filed by Verus Financial Partners, Inc.
    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 178,674 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $12,930,608.

    13F-HR 0001481714-24-000009 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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