Equity Wealth Partners, LLC: IJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Equity Wealth Partners, LLC on IJR, newest first. How the timeline and the estimate are built.
Equity Wealth Partners, LLC held 10,224 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 10,224 sharesChange vs previous 13F +666 shares
0.55% of the 13F portfolio, value $1,516,375.
13F-HR 0002097037-26-000009 filed by Equity Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,558 sharesChange vs previous 13F -163 shares
0.77% of the 13F portfolio, value $1,188,109.
13F-HR 0002097037-26-000004 filed by Equity Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,721 sharesChange vs previous 13F +111 shares
0.76% of the 13F portfolio, value $1,168,293.
13F-HR 0002097037-26-000002 filed by Equity Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,610 sharesChange vs previous 13F not available
0.93% of the 13F portfolio, value $1,141,925.
13F-HR 0002097037-25-000003 filed by Equity Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).