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Forvis Mazars Wealth Advisors, LLC: IJR position timeline

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

Forvis Mazars Wealth Advisors, LLC held 127,702 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 127,702 shares
    Change vs previous 13F -2,224 shares

    0.29% of the 13F portfolio, value $17,372,568.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 129,926 shares
    Change vs previous 13F -2,320 shares

    0.32% of the 13F portfolio, value $19,269,352.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 132,246 shares
    Change vs previous 13F +3,491 shares

    0.31% of the 13F portfolio, value $16,439,527.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 128,755 shares
    Change vs previous 13F -1,117 shares

    0.29% of the 13F portfolio, value $15,473,734.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 129,872 shares
    Change vs previous 13F -8,133 shares

    0.31% of the 13F portfolio, value $15,432,646.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 138,005 shares
    Change vs previous 13F -2,868 shares

    0.33% of the 13F portfolio, value $15,082,522.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 140,873 shares
    Change vs previous 13F -2,029 shares

    0.35% of the 13F portfolio, value $14,731,086.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 142,902 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $16,465,148.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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