Altus Wealth Group LLC: IJR position timeline

Altus Wealth Group LLC held 3,749 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 3,749 shares

   Change vs previous 13F 0 shares

   0.2% of the 13F portfolio, value $556,016.

   13F-HR 0001842572-26-000004 filed by Altus Wealth Group LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,749 shares

   Change vs previous 13F -2 shares

   0.19% of the 13F portfolio, value $466,040.

   13F-HR 0001842572-26-000003 filed by Altus Wealth Group LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,751 shares

   Change vs previous 13F -51 shares

   0.18% of the 13F portfolio, value $450,797.

   13F-HR 0001842572-26-000001 filed by Altus Wealth Group LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,802 shares

   Change vs previous 13F -307 shares

   0.19% of the 13F portfolio, value $451,793.

   13F-HR 0001842572-25-000013 filed by Altus Wealth Group LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,109 shares

   Change vs previous 13F +7 shares

   0.2% of the 13F portfolio, value $449,074.

   13F-HR 0001842572-25-000008 filed by Altus Wealth Group LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,102 shares

   Change vs previous 13F +28 shares

   0.2% of the 13F portfolio, value $428,948.

   13F-HR 0001842572-25-000006 filed by Altus Wealth Group LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,074 shares

   Change vs previous 13F +386 shares

   0.21% of the 13F portfolio, value $469,408.

   13F-HR 0001842572-25-000002 filed by Altus Wealth Group LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 3,688 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $431,350.

   13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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