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Gallagher Fiduciary Advisors, LLC: IXUS position timeline

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

Gallagher Fiduciary Advisors, LLC held 77,355 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,355 shares
    Change vs previous 13F -7,164,450 shares

    0.24% of the 13F portfolio, value $7,382,762.

    13F-HR 0001527781-26-000005 filed by Gallagher Fiduciary 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 7,241,805 shares
    Change vs previous 13F +7,171,287 shares

    <0.01% of the 13F portfolio, value $83,585.

    13F-HR 0001527781-26-000002 filed by Gallagher Fiduciary 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 70,518 shares
    Change vs previous 13F -94,244 shares

    0.19% of the 13F portfolio, value $5,968,644.

    13F-HR 0001527781-26-000001 filed by Gallagher Fiduciary 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 164,762 shares
    Change vs previous 13F -5,397,458 shares

    0.5% of the 13F portfolio, value $13,606,046.

    13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary 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 5,562,220 shares
    Change vs previous 13F +5,475,230 shares

    <0.01% of the 13F portfolio, value $72,557.

    13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary 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 86,990 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,072,773.

    13F-HR 0001085146-25-003320 filed by Gallagher Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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