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Disclosery

21 West Wealth Management LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on IJR, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 4,895 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 4,895 shares
    Change vs previous 13F -376 shares

    0.58% of the 13F portfolio, value $665,916.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,271 shares
    Change vs previous 13F -15 shares

    0.67% of the 13F portfolio, value $781,742.

    13F-HR 0002067541-26-000003 filed by 21 West 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 5,286 shares
    Change vs previous 13F -150 shares

    0.61% of the 13F portfolio, value $657,103.

    13F-HR 0002067541-26-000002 filed by 21 West 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 5,436 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $653,298.

    13F-HR 0002067541-26-000001 filed by 21 West 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 5,436 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $645,960.

    13F-HR 0002067541-25-000003 filed by 21 West 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 5,436 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $594,100.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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