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Cedrus Wealth Group LLC: IJR position timeline

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

Cedrus Wealth Group LLC held 1,997 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,997 shares
    Change vs previous 13F -3,752 shares

    0.26% of the 13F portfolio, value $296,175.

    13F-HR 0001172661-26-002938 filed by Cedrus Wealth Group 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 5,749 shares
    Change vs previous 13F +442 shares

    0.8% of the 13F portfolio, value $714,658.

    13F-HR 0001172661-26-002006 filed by Cedrus Wealth Group 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 5,307 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $637,795.

    13F-HR 0001172661-26-002440 filed by Cedrus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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