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Disclosery

KWB Wealth: IJR position timeline

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

KWB Wealth held 11,490 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,490 shares
    Change vs previous 13F -1,777 shares

    0.15% of the 13F portfolio, value $1,704,148.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 13,267 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,594,439.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 13,267 shares
    Change vs previous 13F +4,505 shares

    0.15% of the 13F portfolio, value $1,594,439.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 8,762 shares
    Change vs previous 13F -750 shares

    0.11% of the 13F portfolio, value $957,606.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 9,512 shares
    Change vs previous 13F -195 shares

    0.12% of the 13F portfolio, value $994,717.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 9,707 shares
    Change vs previous 13F +35 shares

    0.13% of the 13F portfolio, value $1,118,392.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 9,672 shares
    Change vs previous 13F +11 shares

    0.14% of the 13F portfolio, value $1,131,201.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 9,661 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,030,396.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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