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Disclosery

HORAN Wealth, LLC: IJR position timeline

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

HORAN Wealth, LLC held 118,870 IJR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 118,870 shares
    Change vs previous 13F -160,650 shares

    2.2% of the 13F portfolio, value $17,629,639.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 279,520 shares
    Change vs previous 13F +139,760 shares

    3.2% of the 13F portfolio, value $33,636,472.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 139,760 shares
    Change vs previous 13F +2,975 shares

    2.58% of the 13F portfolio, value $16,796,420.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 136,785 shares
    Change vs previous 13F +130,502 shares

    2.56% of the 13F portfolio, value $16,254,182.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 6,283 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $686,670.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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