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Disclosery

Flagship Private Wealth, LLC: IJR position timeline

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

Flagship Private Wealth, LLC held 11,886 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,886 shares
    Change vs previous 13F -65 shares

    0.62% of the 13F portfolio, value $1,762,744.

    13F-HR 0002085853-26-000929 filed by Flagship Private Wealth, 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 11,951 shares
    Change vs previous 13F -19 shares

    0.6% of the 13F portfolio, value $1,485,612.

    13F-HR 0002085853-26-000487 filed by Flagship Private Wealth, 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 11,970 shares
    Change vs previous 13F +155 shares

    0.57% of the 13F portfolio, value $1,438,599.

    13F-HR 0002085853-26-000195 filed by Flagship Private Wealth, 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 11,815 shares
    Change vs previous 13F +204 shares

    0.56% of the 13F portfolio, value $1,403,993.

    13F-HR 0002085853-25-000213 filed by Flagship Private Wealth, 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/A 11,611 shares
    Change vs previous 13F -407 shares

    0.54% of the 13F portfolio, value $1,269,005.

    13F-HR/A 0001667731-25-001056 filed by Flagship Private Wealth, 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 12,018 shares
    Change vs previous 13F +499 shares

    0.6% of the 13F portfolio, value $1,256,774.

    13F-HR 0001667731-25-000427 filed by Flagship Private Wealth, LLC
    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 11,519 shares
    Change vs previous 13F +1,248 shares

    0.64% of the 13F portfolio, value $1,327,250.

    13F-HR 0001667731-25-000072 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,271 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,201,307.

    13F-HR 0001842560-24-000004 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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