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Disclosery

AWM CAPITAL, LLC: IJR position timeline

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

AWM CAPITAL, LLC held 13,849 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,849 shares
    Change vs previous 13F +40 shares

    0.16% of the 13F portfolio, value $2,053,937.

    13F-HR 0001172661-26-002966 filed by AWM CAPITAL, 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 13,809 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $1,716,646.

    13F-HR 0001172661-26-001725 filed by AWM CAPITAL, 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 13,808 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $1,659,482.

    13F-HR 0001172661-26-000937 filed by AWM CAPITAL, 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 13,801 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,639,973.

    13F-HR 0001172661-25-004483 filed by AWM CAPITAL, 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 13,801 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,508,311.

    13F-HR 0001172661-25-002678 filed by AWM CAPITAL, 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 13,801 shares
    Change vs previous 13F +880 shares

    0.17% of the 13F portfolio, value $1,443,171.

    13F-HR 0001172661-25-001613 filed by AWM CAPITAL, 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 12,921 shares
    Change vs previous 13F -107 shares

    0.18% of the 13F portfolio, value $1,488,758.

    13F-HR 0001172661-25-000501 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,028 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,523,755.

    13F-HR 0001172661-24-005100 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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