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C2C Wealth Management, LLC: IJJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on IJJ, newest first. How the timeline and the estimate are built.

C2C Wealth Management, LLC held 13,108 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,108 shares
    Change vs previous 13F -866 shares

    1.52% of the 13F portfolio, value $1,936,445.

    13F-HR 0001951757-26-000940 filed by C2C 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 13,974 shares
    Change vs previous 13F +28 shares

    1.57% of the 13F portfolio, value $1,851,555.

    13F-HR 0001951757-26-000648 filed by C2C 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 13,946 shares
    Change vs previous 13F -28 shares

    1.55% of the 13F portfolio, value $1,835,154.

    13F-HR 0001951757-26-000263 filed by C2C 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 13,974 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $1,812,707.

    13F-HR 0001951757-25-001377 filed by C2C 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 13,974 shares
    Change vs previous 13F -82 shares

    1.56% of the 13F portfolio, value $1,726,907.

    13F-HR 0001951757-25-000879 filed by C2C 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 14,056 shares
    Change vs previous 13F -28 shares

    1.58% of the 13F portfolio, value $1,682,925.

    13F-HR 0001951757-25-000424 filed by C2C 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 14,084 shares
    Change vs previous 13F 0 shares

    1.63% of the 13F portfolio, value $1,759,937.

    13F-HR 0001951757-25-000243 filed by C2C 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 14,084 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,741,768.

    13F-HR 0001951757-24-001204 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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