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Lee, Kelleher & Klein Wealth Management: IJK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on IJK, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 40,792 IJK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,792 shares
    Change vs previous 13F +1,608 shares

    2.3% of the 13F portfolio, value $4,471,203.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,184 shares
    Change vs previous 13F +704 shares

    2.41% of the 13F portfolio, value $4,604,120.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 38,480 shares
    Change vs previous 13F -268 shares

    2.3% of the 13F portfolio, value $3,871,858.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,748 shares
    Change vs previous 13F -115 shares

    2.24% of the 13F portfolio, value $3,753,906.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 38,863 shares
    Change vs previous 13F +175 shares

    2.3% of the 13F portfolio, value $3,726,573.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 38,688 shares
    Change vs previous 13F -60 shares

    2.34% of the 13F portfolio, value $3,519,834.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,748 shares
    Change vs previous 13F -42 shares

    2.37% of the 13F portfolio, value $3,226,933.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 38,790 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $3,527,175.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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