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Financial Life Planners: IJK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Life Planners on IJK, newest first. How the timeline and the estimate are built.

Financial Life Planners held 2,260 IJK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,260 shares
    Change vs previous 13F -96 shares

    0.17% of the 13F portfolio, value $265,500.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 2,356 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $237,014.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 2,354 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $228,012.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 2,349 shares
    Change vs previous 13F -69 shares

    0.15% of the 13F portfolio, value $225,282.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 2,418 shares
    Change vs previous 13F -820 shares

    0.18% of the 13F portfolio, value $219,970.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 3,238 shares
    Change vs previous 13F -336 shares

    0.26% of the 13F portfolio, value $269,685.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 3,574 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $324,998.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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