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Disclosery

ENZI WEALTH: IJR position timeline

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

ENZI WEALTH held 51,007 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,007 shares
    Change vs previous 13F -3,217 shares

    2.35% of the 13F portfolio, value $7,415,334.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 54,224 shares
    Change vs previous 13F -4,576 shares

    2.34% of the 13F portfolio, value $6,740,597.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 58,800 shares
    Change vs previous 13F -119,859 shares

    2.64% of the 13F portfolio, value $7,481,726.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 178,659 shares
    Change vs previous 13F -1,542 shares

    7.4% of the 13F portfolio, value $21,044,233.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 180,201 shares
    Change vs previous 13F -94 shares

    7.45% of the 13F portfolio, value $20,330,317.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 180,295 shares
    Change vs previous 13F +16,358 shares

    7.29% of the 13F portfolio, value $18,007,837.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 163,937 shares
    Change vs previous 13F +2,640 shares

    7.43% of the 13F portfolio, value $19,495,373.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 161,297 shares
    Change vs previous 13F not available

    7.38% of the 13F portfolio, value $18,870,084.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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