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Disclosery

Boyd Wealth Management, LLC: IJR position timeline

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

Boyd Wealth Management, LLC held 101,192 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,192 shares
    Change vs previous 13F +60,581 shares

    5.68% of the 13F portfolio, value $15,007,770.

    13F-HR 0001846114-26-000010 filed by Boyd Wealth Management, 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 40,611 shares
    Change vs previous 13F -65,821 shares

    2.13% of the 13F portfolio, value $5,048,408.

    13F-HR 0001846114-26-000009 filed by Boyd Wealth Management, 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 106,432 shares
    Change vs previous 13F +66,083 shares

    5.42% of the 13F portfolio, value $12,791,031.

    13F-HR 0001846114-26-000001 filed by Boyd Wealth Management, 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 40,349 shares
    Change vs previous 13F +1,530 shares

    2.06% of the 13F portfolio, value $4,794,612.

    13F-HR 0001846114-25-000002 filed by Boyd Wealth Management, 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 38,819 shares
    Change vs previous 13F -846 shares

    1.84% of the 13F portfolio, value $4,242,522.

    13F-HR 0001667731-25-000805 filed by Boyd Wealth Management, 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 39,665 shares
    Change vs previous 13F +1,396 shares

    2.07% of the 13F portfolio, value $4,147,782.

    13F-HR 0001667731-25-000504 filed by Boyd Wealth Management, 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 38,269 shares
    Change vs previous 13F -2,327 shares

    2.17% of the 13F portfolio, value $4,409,339.

    13F-HR 0001667731-25-000097 filed by Boyd Wealth Management, 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 40,596 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $4,748,129.

    13F-HR 0001846114-24-000004 filed by Boyd Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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