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Disclosery

ALPINE WOODS CAPITAL INVESTORS, LLC: IXUS position timeline

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

ALPINE WOODS CAPITAL INVESTORS, LLC held 8,000 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,000 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $763,520.

    13F-HR 0001226886-26-000004 filed by ALPINE WOODS CAPITAL INVESTORS, 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 8,000 shares
    Change vs previous 13F +8,000 shares

    0.17% of the 13F portfolio, value $693,120.

    13F-HR 0001226886-26-000002 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001226886-24-000009 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.