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Lee, Kelleher & Klein Wealth Management: IJR position timeline

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

Lee, Kelleher & Klein Wealth Management held 46,183 IJR 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 46,183 shares
    Change vs previous 13F +3,296 shares

    3.23% of the 13F portfolio, value $6,282,727.

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

  2. period ended2026-06-30
    13F 42,887 shares
    Change vs previous 13F +1,313 shares

    3.33% of the 13F portfolio, value $6,360,571.

    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 41,574 shares
    Change vs previous 13F +2,663 shares

    3.07% of the 13F portfolio, value $5,168,064.

    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 38,911 shares
    Change vs previous 13F +918 shares

    2.79% of the 13F portfolio, value $4,676,324.

    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 37,993 shares
    Change vs previous 13F +1,827 shares

    2.78% of the 13F portfolio, value $4,514,708.

    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 36,166 shares
    Change vs previous 13F +2,000 shares

    2.63% of the 13F portfolio, value $3,952,582.

    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 34,166 shares
    Change vs previous 13F +888 shares

    2.63% of the 13F portfolio, value $3,572,739.

    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 33,278 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $3,834,291.

    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).