Aegis Wealth Management LLC: IJS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management LLC on IJS, newest first. How the timeline and the estimate are built.
Aegis Wealth Management LLC held 2,925 IJS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,925 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $399,789.
13F-HR 0001628818-26-000004 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,925 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $346,467.
13F-HR 0001628818-26-000003 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,925 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $332,631.
13F-HR 0001628818-26-000001 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,925 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $323,476.
13F-HR 0001628818-25-000004 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,925 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $285,129.
13F-HR 0001085146-25-004679 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,925 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $285,129.
13F-HR 0001085146-25-002751 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,925 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $317,685.
13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).