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Disclosery

Concentrum Wealth Management: IJR position timeline

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

Concentrum Wealth Management held 7,805 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,805 shares
    Change vs previous 13F +2,456 shares

    0.28% of the 13F portfolio, value $1,157,633.

    13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
    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 5,349 shares
    Change vs previous 13F +1,192 shares

    0.2% of the 13F portfolio, value $664,956.

    13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
    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 4,157 shares
    Change vs previous 13F +843 shares

    0.14% of the 13F portfolio, value $499,626.

    13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
    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 3,314 shares
    Change vs previous 13F +984 shares

    0.11% of the 13F portfolio, value $393,845.

    13F-HR 0001765387-25-000003 filed by Concentrum Wealth Management
    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 2,330 shares
    Change vs previous 13F -23,915 shares

    0.08% of the 13F portfolio, value $254,596.

    13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
    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 26,245 shares
    Change vs previous 13F +10,421 shares

    1.02% of the 13F portfolio, value $2,744,412.

    13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
    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 15,824 shares
    Change vs previous 13F +11,271 shares

    0.64% of the 13F portfolio, value $1,823,223.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    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 4,553 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $532,530.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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