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Disclosery

4J Wealth Management LLC: IGSB position timeline

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

4J Wealth Management LLC held 4,949 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,949 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $259,397.

    13F-HR 0001754960-26-000594 filed by 4J Wealth Management 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 4,999 shares
    Change vs previous 13F +290 shares

    0.15% of the 13F portfolio, value $262,766.

    13F-HR 0001754960-26-000353 filed by 4J 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 ended2025-12-31
    13F 4,709 shares
    Change vs previous 13F -1,180 shares

    0.14% of the 13F portfolio, value $249,030.

    13F-HR 0001754960-26-000067 filed by 4J 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 ended2025-09-30
    13F 5,889 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $312,311.

    13F-HR 0001754960-25-000703 filed by 4J 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 ended2025-06-30
    13F 5,954 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $314,149.

    13F-HR 0001754960-25-000523 filed by 4J 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 ended2025-03-31
    13F 5,954 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $311,826.

    13F-HR 0001754960-25-000260 filed by 4J 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 ended2024-12-31
    13F 5,954 shares
    Change vs previous 13F -495 shares

    0.25% of the 13F portfolio, value $307,837.

    13F-HR 0001754960-25-000062 filed by 4J 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 ended2024-09-30
    13F 6,449 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $339,594.

    13F-HR 0001754960-24-000541 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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