Skip to content
Disclosery

Fiduciary Wealth Partners, LLC: IJR position timeline

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

Fiduciary Wealth Partners, LLC held 4,442 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,442 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $658,793.

    13F-HR 0001376474-26-000529 filed by Fiduciary Wealth Partners, LLC
    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 4,442 shares
    Change vs previous 13F -741 shares

    0.36% of the 13F portfolio, value $552,185.

    13F-HR 0001376474-26-000350 filed by Fiduciary Wealth Partners, LLC
    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 5,183 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $622,893.

    13F-HR 0001376474-26-000077 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,183 shares
    Change vs previous 13F +5,183 shares

    0.26% of the 13F portfolio, value $615,896.

    13F-HR 0001376474-25-000877 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,072 shares

    0% of the 13F portfolio, value $0.

    13F-HR 0001376474-25-000691 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,072 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $216,669.

    13F-HR 0001376474-25-000440 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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