Bestgate Wealth Advisors, LLC: IJR position timeline

Bestgate Wealth Advisors, LLC held 0 IJR shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -4,323 shares

   13F-HR 0002055670-26-000001 filed by Bestgate Wealth Advisors, LLC
   Filed 2026-01-16 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 4,323 shares

   Change vs previous 13F -2,634 shares

   0.91% of the 13F portfolio, value $513,702.

   13F-HR 0002055670-25-000006 filed by Bestgate Wealth Advisors, LLC
   Filed 2025-10-27 (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).

3. period ended2025-06-30

   13F 6,957 shares

   Change vs previous 13F 0 shares

   1.51% of the 13F portfolio, value $727,493.

   13F-HR 0002055670-25-000004 filed by Bestgate Wealth Advisors, LLC
   Filed 2025-07-16 (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).

4. period ended2025-03-31

   13F 6,957 shares

   Change vs previous 13F -1,919 shares

   1.51% of the 13F portfolio, value $727,493.

   13F-HR 0002055670-25-000003 filed by Bestgate Wealth Advisors, LLC
   Filed 2025-04-29 (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).

5. period ended2024-12-31

   13F 8,876 shares

   Change vs previous 13F not available

   2.05% of the 13F portfolio, value $1,022,693.

   13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
   Filed 2025-02-11 (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).