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Global Wealth Strategies & Associates: IJR position timeline

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

Global Wealth Strategies & Associates held 105,350 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 105,350 shares
    Change vs previous 13F +10 shares

    2.63% of the 13F portfolio, value $14,331,830.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 105,340 shares
    Change vs previous 13F +104,417 shares

    2.96% of the 13F portfolio, value $15,622,993.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    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 923 shares
    Change vs previous 13F +283 shares

    0.03% of the 13F portfolio, value $114,738.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    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 640 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $76,921.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    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 640 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $76,056.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    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 690 shares
    Change vs previous 13F -578 shares

    0.02% of the 13F portfolio, value $75,414.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    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 1,268 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $132,597.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    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 1,298 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $149,558.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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