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Forefront Wealth Partners, LLC: IJR position timeline

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

Forefront Wealth Partners, LLC held 9,665 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,665 shares
    Change vs previous 13F +140 shares

    0.44% of the 13F portfolio, value $1,433,400.

    13F-HR 0002063364-26-000314 filed by Forefront 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 9,525 shares
    Change vs previous 13F +826 shares

    0.5% of the 13F portfolio, value $1,184,025.

    13F-HR 0002063364-26-000107 filed by Forefront 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 8,699 shares
    Change vs previous 13F +1,111 shares

    0.49% of the 13F portfolio, value $1,045,496.

    13F-HR 0002063364-26-000056 filed by Forefront 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 7,588 shares
    Change vs previous 13F -15,455 shares

    0.23% of the 13F portfolio, value $901,620.

    13F-HR 0002063364-25-000240 filed by Forefront 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 23,043 shares
    Change vs previous 13F +793 shares

    1.82% of the 13F portfolio, value $2,655,029.

    13F-HR 0002063364-25-000212 filed by Forefront 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 22,250 shares
    Change vs previous 13F -793 shares

    1.58% of the 13F portfolio, value $2,326,706.

    13F-HR 0002063364-25-000089 filed by Forefront Wealth Partners, 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 23,043 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,655,029.

    13F-HR 0002063364-25-000087 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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