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Carlton Hofferkamp & Jenks Wealth Management, LLC: IJR position timeline

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

Carlton Hofferkamp & Jenks Wealth Management, LLC held 32,020 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,020 shares
    Change vs previous 13F -625 shares

    1.5% of the 13F portfolio, value $4,667,863.

    13F-HR 0001510870-26-000003 filed by Carlton Hofferkamp & Jenks 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 32,645 shares
    Change vs previous 13F -338 shares

    1.49% of the 13F portfolio, value $4,458,006.

    13F-HR 0001510870-26-000002 filed by Carlton Hofferkamp & Jenks 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 32,983 shares
    Change vs previous 13F +124 shares

    1.32% of the 13F portfolio, value $3,963,940.

    13F-HR 0001510870-26-000001 filed by Carlton Hofferkamp & Jenks 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 32,859 shares
    Change vs previous 13F +80 shares

    1.34% of the 13F portfolio, value $3,980,888.

    13F-HR 0001510870-25-000005 filed by Carlton Hofferkamp & Jenks 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 32,779 shares
    Change vs previous 13F +1,226 shares

    1.33% of the 13F portfolio, value $3,656,863.

    13F-HR 0001510870-25-000003 filed by Carlton Hofferkamp & Jenks 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 31,553 shares
    Change vs previous 13F -174 shares

    1.24% of the 13F portfolio, value $3,006,361.

    13F-HR 0001510870-25-000002 filed by Carlton Hofferkamp & Jenks 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 31,727 shares
    Change vs previous 13F +167 shares

    1.4% of the 13F portfolio, value $3,783,085.

    13F-HR 0001510870-25-000001 filed by Carlton Hofferkamp & Jenks 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 31,560 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $3,629,360.

    13F-HR 0001510870-24-000004 filed by Carlton Hofferkamp & Jenks Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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