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1900 WEALTH MANAGEMENT LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on IJR, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 26,494 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,494 shares
    Change vs previous 13F -353 shares

    0.2% of the 13F portfolio, value $3,604,203.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,847 shares
    Change vs previous 13F -30,069 shares

    0.22% of the 13F portfolio, value $3,981,677.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 56,916 shares
    Change vs previous 13F +2,712 shares

    0.45% of the 13F portfolio, value $7,075,182.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 54,204 shares
    Change vs previous 13F +1,497 shares

    0.42% of the 13F portfolio, value $6,514,269.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 52,707 shares
    Change vs previous 13F +1,233 shares

    0.42% of the 13F portfolio, value $6,263,210.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 51,474 shares
    Change vs previous 13F +96 shares

    0.43% of the 13F portfolio, value $5,625,571.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 51,378 shares
    Change vs previous 13F -415 shares

    0.45% of the 13F portfolio, value $5,372,564.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 51,793 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,967,589.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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