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Cahill Wealth Management, LLC: IJR position timeline

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

Cahill Wealth Management, LLC held 95,897 IJR shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 95,897 shares
    Change vs previous 13F +2,181 shares

    5.1% of the 13F portfolio, value $10,027,921.

    13F-HR 0001172661-25-001684 filed by Cahill 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 ended2024-12-31
    13F 93,716 shares
    Change vs previous 13F +1,873 shares

    5.51% of the 13F portfolio, value $10,797,901.

    13F-HR 0001172661-25-000739 filed by Cahill 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 ended2024-09-30
    13F 91,843 shares
    Change vs previous 13F +4,388 shares

    5.54% of the 13F portfolio, value $10,741,939.

    13F-HR 0001172661-24-004442 filed by Cahill 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 ended2024-06-30
    13F 87,455 shares
    Change vs previous 13F +2,453 shares

    5.56% of the 13F portfolio, value $9,327,926.

    13F-HR 0001172661-24-003302 filed by Cahill 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 ended2024-03-31
    13F 85,002 shares
    Change vs previous 13F +1,487 shares

    5.47% of the 13F portfolio, value $9,394,431.

    13F-HR 0001172661-24-002139 filed by Cahill 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 ended2023-12-31
    13F 83,515 shares
    Change vs previous 13F +6,490 shares

    6.08% of the 13F portfolio, value $9,040,523.

    13F-HR 0001172661-24-000370 filed by Cahill 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 ended2023-09-30
    13F 77,025 shares
    Change vs previous 13F +2,919 shares

    5.58% of the 13F portfolio, value $7,265,788.

    13F-HR 0001172661-23-003552 filed by Cahill 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 ended2023-06-30
    13F 74,106 shares
    Change vs previous 13F not available

    5.1% of the 13F portfolio, value $7,384,684.

    13F-HR 0001172661-23-002898 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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