EARNED WEALTH ADVISORS, LLC: IJR position timeline

EARNED WEALTH ADVISORS, LLC held 196,095 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 196,095 shares

   Change vs previous 13F +897 shares

   1.88% of the 13F portfolio, value $29,082,824.

   13F-HR 0001905663-26-000006 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 195,198 shares

   Change vs previous 13F +5,285 shares

   1.62% of the 13F portfolio, value $24,265,042.

   13F-HR 0001905663-26-000005 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 189,913 shares

   Change vs previous 13F +189,913 shares

   1.62% of the 13F portfolio, value $22,823,745.

   13F-HR/A 0001905663-26-000002 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -122 shares

   13F-HR 0001905663-25-000001 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 122 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $14,269.

   13F-HR 0001905663-24-000003 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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