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Disclosery

Global Trust Wealth Management LLC: IJR position timeline

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

Global Trust Wealth Management LLC held 44,014 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,014 shares
    Change vs previous 13F +1,864 shares

    4.5% of the 13F portfolio, value $6,527,768.

    13F-HR 0002085853-26-000756 filed by Global Trust Wealth Management 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 42,150 shares
    Change vs previous 13F +434 shares

    3.96% of the 13F portfolio, value $5,239,661.

    13F-HR 0002085853-26-000371 filed by Global Trust Wealth Management 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 41,716 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $5,013,429.

    13F-HR 0002085853-26-000114 filed by Global Trust Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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