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CFO4Life Group, LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on IJR, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 86,515 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,515 shares
    Change vs previous 13F -1,689 shares

    1.73% of the 13F portfolio, value $12,830,990.

    13F-HR 0001765380-26-000360 filed by CFO4Life 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 88,204 shares
    Change vs previous 13F -5,033 shares

    1.67% of the 13F portfolio, value $10,964,656.

    13F-HR 0001765380-26-000199 filed by CFO4Life 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 93,237 shares
    Change vs previous 13F -1,961 shares

    1.6% of the 13F portfolio, value $11,205,174.

    13F-HR 0001765380-26-000075 filed by CFO4Life Group, 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 95,198 shares
    Change vs previous 13F +675 shares

    1.64% of the 13F portfolio, value $11,312,404.

    13F-HR 0001765380-25-000451 filed by CFO4Life Group, 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 94,523 shares
    Change vs previous 13F -281 shares

    1.62% of the 13F portfolio, value $10,330,390.

    13F-HR 0001765380-25-000315 filed by CFO4Life Group, 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 94,804 shares
    Change vs previous 13F +679 shares

    1.67% of the 13F portfolio, value $9,913,662.

    13F-HR 0001765380-25-000154 filed by CFO4Life Group, 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 94,125 shares
    Change vs previous 13F -1,414 shares

    1.91% of the 13F portfolio, value $10,845,076.

    13F-HR 0001765380-25-000070 filed by CFO4Life Group, 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 95,539 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $11,174,197.

    13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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