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Bestgate Wealth Advisors, LLC: IJT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bestgate Wealth Advisors, LLC on IJT, newest first. How the timeline and the estimate are built.

Bestgate Wealth Advisors, LLC held 2,353 IJT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,353 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $377,256.

    13F-HR 0002055670-26-000006 filed by Bestgate Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,353 shares
    Change vs previous 13F -282 shares

    0.67% of the 13F portfolio, value $420,246.

    13F-HR 0002055670-26-000003 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,635 shares
    Change vs previous 13F -200 shares

    0.69% of the 13F portfolio, value $381,311.

    13F-HR 0002055670-26-000002 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,835 shares
    Change vs previous 13F -680 shares

    0.7% of the 13F portfolio, value $400,189.

    13F-HR 0002055670-26-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,515 shares
    Change vs previous 13F -113 shares

    0.88% of the 13F portfolio, value $497,373.

    13F-HR 0002055670-25-000006 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,628 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $451,686.

    13F-HR 0002055670-25-000004 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,628 shares
    Change vs previous 13F -92 shares

    0.94% of the 13F portfolio, value $451,686.

    13F-HR 0002055670-25-000003 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,720 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $503,576.

    13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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