WOOSTER CORTHELL WEALTH MANAGEMENT, INC.: IJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOOSTER CORTHELL WEALTH MANAGEMENT, INC. on IJR, newest first. How the timeline and the estimate are built.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 7,769 IJR shares at 2025-06-30 per its 13F-HR filed 2025-07-14.
the latest 13F is the newest step
- period ended2025-06-3013F 7,769 sharesChange vs previous 13F -117 shares
0.16% of the 13F portfolio, value $849,075.
13F-HR 0001085146-25-003789 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,886 sharesChange vs previous 13F -28 shares
0.17% of the 13F portfolio, value $824,640.
13F-HR 0001085146-25-002750 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,914 sharesChange vs previous 13F -1,699 shares
0.2% of the 13F portfolio, value $911,852.
13F-HR 0001085146-25-000265 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,613 sharesChange vs previous 13F -224 shares
0.24% of the 13F portfolio, value $1,124,337.
13F-HR 0001085146-24-005037 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 9,837 sharesChange vs previous 13F -119 shares
0.24% of the 13F portfolio, value $1,049,215.
13F-HR 0001085146-24-003217 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 9,956 sharesChange vs previous 13F -74 shares
0.25% of the 13F portfolio, value $1,100,338.
13F-HR 0001085146-24-002107 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 10,030 sharesChange vs previous 13F -62 shares
0.26% of the 13F portfolio, value $1,085,748.
13F-HR 0001085146-24-000280 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 10,092 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $951,978.
13F-HR 0001085146-23-003972 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).