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Disclosery

Alpha Wealth Funds, LLC: IJR position timeline

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

Alpha Wealth Funds, LLC held 8,963 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,963 shares
    Change vs previous 13F -3,416 shares

    0.82% of the 13F portfolio, value $1,329,303.

    13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, 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 12,379 shares
    Change vs previous 13F -764 shares

    1.09% of the 13F portfolio, value $1,538,833.

    13F-HR 0002059327-26-000002 filed by Alpha Wealth Funds, 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 13,143 shares
    Change vs previous 13F -132 shares

    1.06% of the 13F portfolio, value $1,579,526.

    13F-HR 0002059327-26-000001 filed by Alpha Wealth Funds, 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 13,275 shares
    Change vs previous 13F -2,322 shares

    1.29% of the 13F portfolio, value $1,577,468.

    13F-HR 0002059327-25-000008 filed by Alpha Wealth Funds, 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/A 15,597 shares
    Change vs previous 13F -288 shares

    1.59% of the 13F portfolio, value $1,704,596.

    13F-HR/A 0002059327-25-000007 filed by Alpha Wealth Funds, 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 15,885 shares
    Change vs previous 13F -1,500 shares

    1.8% of the 13F portfolio, value $1,661,094.

    13F-HR 0002059327-25-000005 filed by Alpha Wealth Funds, 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 17,385 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,003,100.

    13F-HR 0002059327-25-000001 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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