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DRIVE WEALTH MANAGEMENT, LLC: IJR position timeline

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

DRIVE WEALTH MANAGEMENT, LLC held 63,722 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,722 shares
    Change vs previous 13F +515 shares

    1.68% of the 13F portfolio, value $9,450,548.

    13F-HR 0001754960-26-000602 filed by DRIVE 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 63,207 shares
    Change vs previous 13F +4,595 shares

    1.66% of the 13F portfolio, value $7,857,278.

    13F-HR 0001754960-26-000239 filed by DRIVE 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 58,612 shares
    Change vs previous 13F -135 shares

    1.37% of the 13F portfolio, value $7,043,937.

    13F-HR 0001754960-26-000152 filed by DRIVE 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 58,747 shares
    Change vs previous 13F +15,937 shares

    1.48% of the 13F portfolio, value $6,980,929.

    13F-HR 0001754960-25-000737 filed by DRIVE 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 42,810 shares
    Change vs previous 13F +2,846 shares

    1.03% of the 13F portfolio, value $4,678,745.

    13F-HR 0001754960-25-000500 filed by DRIVE 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 39,964 shares
    Change vs previous 13F +2,097 shares

    0.98% of the 13F portfolio, value $4,178,979.

    13F-HR 0001754960-25-000281 filed by DRIVE 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 37,867 shares
    Change vs previous 13F +4,247 shares

    1.07% of the 13F portfolio, value $4,363,062.

    13F-HR 0001754960-25-000055 filed by DRIVE 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/A 33,620 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,932,094.

    13F-HR/A 0001754960-24-000550 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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