Skip to content
Disclosery

Kassira Wealth Management LLC: IJR position timeline

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

Kassira Wealth Management LLC held 14,115 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,115 shares
    Change vs previous 13F +34 shares

    1.68% of the 13F portfolio, value $2,093,398.

    13F-HR 0002095972-26-000003 filed by Kassira 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 14,081 shares
    Change vs previous 13F -4,456 shares

    1.61% of the 13F portfolio, value $1,750,410.

    13F-HR 0002095972-26-000002 filed by Kassira 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 18,537 shares
    Change vs previous 13F +11 shares

    2.11% of the 13F portfolio, value $2,227,778.

    13F-HR 0002095972-26-000001 filed by Kassira 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 18,526 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $2,201,445.

    13F-HR 0002095972-25-000001 filed by Kassira Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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