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BCS Wealth Management: IJR position timeline

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

BCS Wealth Management held 8,613 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,613 shares
    Change vs previous 13F +6,239 shares

    0.23% of the 13F portfolio, value $1,277,408.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 2,374 shares
    Change vs previous 13F -2,396 shares

    0.06% of the 13F portfolio, value $295,067.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 4,770 shares
    Change vs previous 13F +2,363 shares

    0.06% of the 13F portfolio, value $573,112.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 2,407 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $285,987.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 2,406 shares
    Change vs previous 13F +335 shares

    0.06% of the 13F portfolio, value $263,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 2,071 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $217,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 2,171 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $250,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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