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Factor Wealth Management LTD: IJR position timeline

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

Factor Wealth Management LTD held 206,496 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 206,496 shares
    Change vs previous 13F +2,430 shares

    4.29% of the 13F portfolio, value $28,091,662.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 204,066 shares
    Change vs previous 13F +78,846 shares

    4.58% of the 13F portfolio, value $30,264,979.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 125,220 shares
    Change vs previous 13F +62,865 shares

    2.93% of the 13F portfolio, value $15,566,078.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 62,355 shares
    Change vs previous 13F +11,550 shares

    1.62% of the 13F portfolio, value $7,493,882.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 50,805 shares
    Change vs previous 13F +693 shares

    1.51% of the 13F portfolio, value $6,037,180.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 50,112 shares
    Change vs previous 13F +8,849 shares

    1.5% of the 13F portfolio, value $5,476,755.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 41,263 shares
    Change vs previous 13F +7,176 shares

    1.33% of the 13F portfolio, value $4,314,911.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    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 34,087 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,927,487.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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