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Greykasell Wealth Strategies, Inc.: IJR position timeline

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

Greykasell Wealth Strategies, Inc. held 33,924 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,924 shares
    Change vs previous 13F +40 shares

    1.83% of the 13F portfolio, value $5,031,340.

    13F-HR 0002041220-26-000003 filed by Greykasell Wealth Strategies, Inc.
    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 33,884 shares
    Change vs previous 13F -123 shares

    1.7% of the 13F portfolio, value $4,212,089.

    13F-HR 0002041220-26-000002 filed by Greykasell Wealth Strategies, Inc.
    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 34,007 shares
    Change vs previous 13F -2,534 shares

    1.61% of the 13F portfolio, value $4,086,968.

    13F-HR 0002041220-26-000001 filed by Greykasell Wealth Strategies, Inc.
    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 36,541 shares
    Change vs previous 13F +295 shares

    1.83% of the 13F portfolio, value $4,342,186.

    13F-HR 0002041220-25-000003 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 36,246 shares
    Change vs previous 13F -510 shares

    1.9% of the 13F portfolio, value $3,961,301.

    13F-HR 0001855205-25-000040 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 36,756 shares
    Change vs previous 13F +2,246 shares

    2.05% of the 13F portfolio, value $3,843,625.

    13F-HR 0001855205-25-000029 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 34,510 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $3,976,267.

    13F-HR 0001855205-25-000005 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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