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Disclosery

King Wealth Management Group: IJR position timeline

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

King Wealth Management Group held 208,614 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,614 shares
    Change vs previous 13F +2,481 shares

    3.38% of the 13F portfolio, value $30,940,000.

    13F-HR 0001568235-26-000008 filed by King Wealth Management Group
    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 206,133 shares
    Change vs previous 13F +5,407 shares

    3.2% of the 13F portfolio, value $25,624,000.

    13F-HR 0001568235-26-000005 filed by King Wealth Management Group
    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 200,726 shares
    Change vs previous 13F +3,219 shares

    2.91% of the 13F portfolio, value $24,123,000.

    13F-HR 0001568235-26-000003 filed by King Wealth Management Group
    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 197,507 shares
    Change vs previous 13F +8,065 shares

    2.95% of the 13F portfolio, value $23,470,000.

    13F-HR 0001568235-25-000013 filed by King Wealth Management Group
    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 189,442 shares
    Change vs previous 13F +312 shares

    2.81% of the 13F portfolio, value $20,704,000.

    13F-HR 0001568235-25-000011 filed by King Wealth Management Group
    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 189,130 shares
    Change vs previous 13F +2,162 shares

    3% of the 13F portfolio, value $19,777,000.

    13F-HR 0001568235-25-000006 filed by King Wealth Management Group
    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 186,968 shares
    Change vs previous 13F +15,133 shares

    3.14% of the 13F portfolio, value $21,542,000.

    13F-HR 0001568235-25-000004 filed by King Wealth Management Group
    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 171,835 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $20,098,000.

    13F-HR 0001568235-24-000012 filed by King Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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