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Disclosery

4WEALTH ADVISORS, INC.: IJR position timeline

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

4WEALTH ADVISORS, INC. held 7,129 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 7,129 shares
    Change vs previous 13F +3,832 shares

    0.68% of the 13F portfolio, value $976,075.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,297 shares
    Change vs previous 13F +126 shares

    0.37% of the 13F portfolio, value $485,870.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    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 3,171 shares
    Change vs previous 13F +332 shares

    0.33% of the 13F portfolio, value $383,287.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    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 2,839 shares
    Change vs previous 13F +42 shares

    0.3% of the 13F portfolio, value $341,230.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    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 2,797 shares
    Change vs previous 13F +635 shares

    0.31% of the 13F portfolio, value $332,324.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    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 2,162 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $236,245.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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