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Higgins & Schmidt Wealth Strategies LLC: IJR position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 9,877 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 9,877 shares
    Change vs previous 13F -121 shares

    0.6% of the 13F portfolio, value $1,464,829.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 9,998 shares
    Change vs previous 13F -794 shares

    0.57% of the 13F portfolio, value $1,242,888.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 10,792 shares
    Change vs previous 13F -143 shares

    0.61% of the 13F portfolio, value $1,296,986.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 10,935 shares
    Change vs previous 13F +73 shares

    0.66% of the 13F portfolio, value $1,299,436.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 10,862 shares
    Change vs previous 13F -7 shares

    0.66% of the 13F portfolio, value $1,187,068.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 10,869 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,136,574.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 10,869 shares
    Change vs previous 13F -1,652 shares

    0.78% of the 13F portfolio, value $1,252,270.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies 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 12,521 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,464,447.

    13F-HR 0001941260-25-000005 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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