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Disclosery

HB Wealth Management, LLC: IJR position timeline

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

HB Wealth Management, LLC held 296,271 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,271 shares
    Change vs previous 13F +51,886 shares

    0.25% of the 13F portfolio, value $43,940,012.

    13F-HR 0001172661-26-002920 filed by HB 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 244,385 shares
    Change vs previous 13F -5,374 shares

    0.2% of the 13F portfolio, value $30,379,589.

    13F-HR 0001172661-26-001543 filed by HB 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 249,759 shares
    Change vs previous 13F -2,118 shares

    0.19% of the 13F portfolio, value $30,016,057.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 251,877 shares
    Change vs previous 13F +3,141 shares

    0.2% of the 13F portfolio, value $29,930,592.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 248,736 shares
    Change vs previous 13F -283,327 shares

    0.22% of the 13F portfolio, value $27,184,444.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 532,063 shares
    Change vs previous 13F +369,197 shares

    0.47% of the 13F portfolio, value $55,637,851.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 162,866 shares
    Change vs previous 13F +21,690 shares

    0.19% of the 13F portfolio, value $18,763,692.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 141,176 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $16,512,001.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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