FORM Wealth Advisors, LLC: IJR position timeline

FORM Wealth Advisors, LLC held 202,481 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 202,481 shares

   Change vs previous 13F -14,596 shares

   3.3% of the 13F portfolio, value $30,029,947.

   13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 217,077 shares

   Change vs previous 13F -750 shares

   3.16% of the 13F portfolio, value $26,984,826.

   13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 217,827 shares

   Change vs previous 13F -8,090 shares

   3.06% of the 13F portfolio, value $26,178,496.

   13F-HR 0002085853-26-000123 filed by FORM Wealth Advisors, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 225,917 shares

   Change vs previous 13F +38,468 shares

   2.99% of the 13F portfolio, value $24,690,442.

   13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 187,449 shares

   Change vs previous 13F not available

   2.66% of the 13F portfolio, value $19,601,502.

   13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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