Skip to content
Disclosery

Councilor Wealth, LLC: IJR position timeline

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

Councilor Wealth, LLC held 76,779 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 76,779 shares
    Change vs previous 13F -1,943 shares

    4.3% of the 13F portfolio, value $10,445,137.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 78,722 shares
    Change vs previous 13F -702 shares

    4.72% of the 13F portfolio, value $11,675,270.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 79,424 shares
    Change vs previous 13F -1,082 shares

    4.79% of the 13F portfolio, value $9,873,319.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 80,506 shares
    Change vs previous 13F -5,254 shares

    4.57% of the 13F portfolio, value $9,675,280.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 85,760 shares
    Change vs previous 13F -4,740 shares

    4.72% of the 13F portfolio, value $10,190,809.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 90,500 shares
    Change vs previous 13F -302 shares

    4.62% of the 13F portfolio, value $9,890,821.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 90,802 shares
    Change vs previous 13F -5,012 shares

    4.74% of the 13F portfolio, value $9,495,254.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 95,814 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $11,039,694.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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