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Waldron Private Wealth LLC: IXUS position timeline

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

Waldron Private Wealth LLC held 2,890,655 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,890,655 shares
    Change vs previous 13F -7,325 shares

    9.55% of the 13F portfolio, value $275,883,376.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 2,897,980 shares
    Change vs previous 13F +143,851 shares

    9.79% of the 13F portfolio, value $251,080,641.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 2,754,129 shares
    Change vs previous 13F +88,669 shares

    9.21% of the 13F portfolio, value $233,109,130.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 2,665,460 shares
    Change vs previous 13F +60,754 shares

    8.92% of the 13F portfolio, value $220,113,367.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 2,604,706 shares
    Change vs previous 13F -60,368 shares

    8.78% of the 13F portfolio, value $201,369,599.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 2,665,074 shares
    Change vs previous 13F -100,339 shares

    8.78% of the 13F portfolio, value $186,048,648.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 2,765,413 shares
    Change vs previous 13F +129,670 shares

    7.36% of the 13F portfolio, value $182,904,260.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 2,635,743 shares
    Change vs previous 13F not available

    7.95% of the 13F portfolio, value $191,434,130.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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