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Disclosery

AAF Wealth Management, LLC: IJR position timeline

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

AAF Wealth Management, LLC held 10,538 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,538 shares
    Change vs previous 13F -582 shares

    0.58% of the 13F portfolio, value $1,562,902.

    13F-HR 0001726609-26-000005 filed by AAF 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 11,120 shares
    Change vs previous 13F -117 shares

    0.57% of the 13F portfolio, value $1,382,339.

    13F-HR 0001726609-26-000002 filed by AAF 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 11,237 shares
    Change vs previous 13F -1,095 shares

    0.57% of the 13F portfolio, value $1,350,482.

    13F-HR 0001726609-26-000001 filed by AAF 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 12,332 shares
    Change vs previous 13F -698 shares

    0.66% of the 13F portfolio, value $1,465,450.

    13F-HR 0001726609-25-000003 filed by AAF 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 13,030 shares
    Change vs previous 13F -8,483 shares

    0.65% of the 13F portfolio, value $1,424,002.

    13F-HR 0001085146-25-004526 filed by AAF 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 21,513 shares
    Change vs previous 13F -10,550 shares

    1.21% of the 13F portfolio, value $2,249,608.

    13F-HR 0001085146-25-003362 filed by AAF 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/A 32,063 shares
    Change vs previous 13F -2,609 shares

    1.86% of the 13F portfolio, value $3,694,355.

    13F-HR/A 0001085146-25-003382 filed by AAF 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/A 34,672 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $4,055,207.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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