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Disclosery

Laurel Wealth Planning LLC: IJR position timeline

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

Laurel Wealth Planning LLC held 8,963 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,963 shares
    Change vs previous 13F -64 shares

    0.59% of the 13F portfolio, value $1,329,303.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 9,027 shares
    Change vs previous 13F -217 shares

    0.59% of the 13F portfolio, value $1,122,147.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 9,244 shares
    Change vs previous 13F -1,119 shares

    0.62% of the 13F portfolio, value $1,110,944.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 10,363 shares
    Change vs previous 13F +28 shares

    0.65% of the 13F portfolio, value $1,231,436.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 10,335 shares
    Change vs previous 13F -1,351 shares

    0.64% of the 13F portfolio, value $1,129,513.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 11,686 shares
    Change vs previous 13F -226 shares

    0.81% of the 13F portfolio, value $1,222,006.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 11,912 shares
    Change vs previous 13F -744 shares

    0.89% of the 13F portfolio, value $1,373,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 12,656 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,480,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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