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Wealthspire Advisors, LLC: IXUS position timeline

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

Wealthspire Advisors, LLC held 842,622 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 842,622 shares
    Change vs previous 13F +7,237 shares

    0.44% of the 13F portfolio, value $80,419,931.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 835,385 shares
    Change vs previous 13F +40,049 shares

    0.57% of the 13F portfolio, value $72,377,720.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 795,336 shares
    Change vs previous 13F -25,051 shares

    0.54% of the 13F portfolio, value $67,317,198.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 820,387 shares
    Change vs previous 13F -24,022 shares

    0.35% of the 13F portfolio, value $67,747,551.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 844,409 shares
    Change vs previous 13F -10,165 shares

    0.37% of the 13F portfolio, value $65,281,262.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 854,574 shares
    Change vs previous 13F -2,753 shares

    0.36% of the 13F portfolio, value $59,657,798.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 857,327 shares
    Change vs previous 13F +8,209 shares

    0.56% of the 13F portfolio, value $56,703,598.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 849,118 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $61,671,454.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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