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Disclosery

Ferguson Johnson Wealth Management Inc: IYR position timeline

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

Ferguson Johnson Wealth Management Inc held 3,514 IYR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,514 shares
    Change vs previous 13F +7 shares

    0.26% of the 13F portfolio, value $359,000.

    13F-HR 0002109387-26-000003 filed by Ferguson Johnson Wealth Management Inc
    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 3,507 shares
    Change vs previous 13F +6 shares

    0.27% of the 13F portfolio, value $331,000.

    13F-HR 0002109387-26-000002 filed by Ferguson Johnson Wealth Management Inc
    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 3,501 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $328,000.

    13F-HR 0002109387-26-000001 filed by Ferguson Johnson Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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