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Great Point Wealth Advisors, LLC: IJR position timeline

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

Great Point Wealth Advisors, LLC held 8,007 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,007 shares
    Change vs previous 13F -180 shares

    0.19% of the 13F portfolio, value $1,187,469.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, 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 8,187 shares
    Change vs previous 13F -105 shares

    0.19% of the 13F portfolio, value $1,017,747.

    13F-HR 0001760304-26-000004 filed by Great Point 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 ended2025-12-31
    13F 8,292 shares
    Change vs previous 13F -1,178 shares

    0.18% of the 13F portfolio, value $996,513.

    13F-HR 0001760304-26-000002 filed by Great Point 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 ended2025-09-30
    13F 9,470 shares
    Change vs previous 13F -4,362 shares

    0.21% of the 13F portfolio, value $1,125,300.

    13F-HR 0001760304-25-000007 filed by Great Point 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 ended2025-03-31
    13F 13,832 shares
    Change vs previous 13F -1,072 shares

    0.31% of the 13F portfolio, value $1,446,459.

    13F-HR 0001760304-25-000003 filed by Great Point 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 ended2024-12-31
    13F 14,904 shares
    Change vs previous 13F -286 shares

    0.38% of the 13F portfolio, value $1,717,290.

    13F-HR 0001760304-25-000002 filed by Great Point 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 ended2024-09-30
    13F 15,190 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,776,673.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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