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Disclosery

Elk River Wealth Management LLC: IJR position timeline

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

Elk River Wealth Management LLC held 292,377 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 292,377 shares
    Change vs previous 13F -43,144 shares

    6.91% of the 13F portfolio, value $43,362,379.

    13F-HR 0001951757-26-001253 filed by Elk River 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 335,521 shares
    Change vs previous 13F +2,431 shares

    6.93% of the 13F portfolio, value $41,708,581.

    13F-HR 0001951757-26-000635 filed by Elk River 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 333,090 shares
    Change vs previous 13F -1,340 shares

    6.42% of the 13F portfolio, value $39,936,852.

    13F-HR 0001951757-26-000383 filed by Elk River 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 334,430 shares
    Change vs previous 13F +6,928 shares

    6.37% of the 13F portfolio, value $39,740,274.

    13F-HR 0001951757-25-001188 filed by Elk River 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 327,502 shares
    Change vs previous 13F +5,110 shares

    6.16% of the 13F portfolio, value $35,792,654.

    13F-HR 0001951757-25-000614 filed by Elk River 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 322,392 shares
    Change vs previous 13F +14,859 shares

    6.31% of the 13F portfolio, value $33,712,494.

    13F-HR 0001951757-25-000297 filed by Elk River 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 307,533 shares
    Change vs previous 13F +4,002 shares

    6.42% of the 13F portfolio, value $35,433,911.

    13F-HR 0001951757-25-000164 filed by Elk River 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 303,531 shares
    Change vs previous 13F not available

    6.46% of the 13F portfolio, value $35,501,332.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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