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Disclosery

AFFINITY WEALTH LLC: IJR position timeline

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

AFFINITY WEALTH LLC held 0 IJR shares at 2026-03-31 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -79 shares

    13F-HR 0002111764-26-000006 filed by AFFINITY WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 79 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $9,494.

    13F-HR 0002111764-26-000005 filed by AFFINITY WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 56 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,654.

    13F-HR 0002111764-26-000004 filed by AFFINITY WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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