IPX β€” IPERIONX LTD

Ownership history in Tidal Investments LLC  Β·  4 quarters on record

AI Ownership Summary

Tidal Investments LLC reported IPERIONX LTD (IPX) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows IPX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tidal Investments LLC's position in IPERIONX LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IPX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tidal Investments LLC held IPX β€” position size vs. price
% of Fund (quarterly)    IPX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,608 -11,292 -71.0% 0.00% $227K 2025-11-14 $34.16
2025 Q1 ADDED 15,900 +1,181 +8.0% 0.00% $286K 2025-05-14 $20.93
2024 Q4 REDUCED 14,719 -1,857 -11.2% 0.00% $506K 2025-02-14 $25.99
2024 Q3 INITIATED 16,576 β€” β€” 0.00% $368K 2024-11-14 $24.27

🏒 Other funds also holding IPX

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Tidal Investments LLC and IPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tidal Investments LLC reported owning IPX?

Tidal Investments LLC reported IPX across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IPX position in Tidal Investments LLC's portfolio?

The largest reported portfolio weight for IPX was 0.00% in 2024 Q4.

What is the latest reported IPX position on this page?

The most recent filing on this page is 2025 Q3, when Tidal Investments LLC reported 4,608 shares, equal to 0.00% of portfolio, with an estimated market value of $227K.

What does the chart on this IPX ownership page compare?

The chart compares Tidal Investments LLC's quarterly IPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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