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Disclosery

Abound Wealth Management: IJR position timeline

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

Abound Wealth Management held 490,860 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 490,860 shares
    Change vs previous 13F +22,746 shares

    14.45% of the 13F portfolio, value $72,799,455.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 468,114 shares
    Change vs previous 13F +23,587 shares

    13.22% of the 13F portfolio, value $58,191,227.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 444,527 shares
    Change vs previous 13F +36,332 shares

    12.51% of the 13F portfolio, value $53,423,283.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 408,195 shares
    Change vs previous 13F +20,876 shares

    12.14% of the 13F portfolio, value $48,505,781.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 387,319 shares
    Change vs previous 13F +13,128 shares

    11.96% of the 13F portfolio, value $42,330,043.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 374,191 shares
    Change vs previous 13F +23,378 shares

    13.06% of the 13F portfolio, value $39,129,202.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 350,813 shares
    Change vs previous 13F +17,064 shares

    12.97% of the 13F portfolio, value $40,420,694.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 333,749 shares
    Change vs previous 13F not available

    12.96% of the 13F portfolio, value $39,035,291.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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