Skip to content
Disclosery

Emergent Wealth Advisors, LLC: IJR position timeline

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

Emergent Wealth Advisors, LLC held 20,640 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 20,640 shares
    Change vs previous 13F -756 shares

    1.47% of the 13F portfolio, value $2,807,909.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,396 shares
    Change vs previous 13F -119 shares

    1.65% of the 13F portfolio, value $3,181,114.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth Advisors, 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 21,515 shares
    Change vs previous 13F -41,544 shares

    1.58% of the 13F portfolio, value $2,674,520.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth Advisors, 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 63,059 shares
    Change vs previous 13F -16,908 shares

    4.26% of the 13F portfolio, value $7,578,470.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth Advisors, 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 79,967 shares
    Change vs previous 13F +2,273 shares

    5.5% of the 13F portfolio, value $9,488,720.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth Advisors, 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 77,694 shares
    Change vs previous 13F +2,425 shares

    5.5% of the 13F portfolio, value $8,618,123.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth Advisors, 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 75,269 shares
    Change vs previous 13F +6,353 shares

    5.7% of the 13F portfolio, value $7,870,844.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth Advisors, 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 68,916 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $7,940,502.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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