Skip to content
Disclosery

Lineweaver Wealth Advisors, LLC: IJR position timeline

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

Lineweaver Wealth Advisors, LLC held 12,600 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,600 shares
    Change vs previous 13F -17 shares

    0.2% of the 13F portfolio, value $1,714,066.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,617 shares
    Change vs previous 13F -319 shares

    0.22% of the 13F portfolio, value $1,871,292.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, LLC
    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 12,936 shares
    Change vs previous 13F -127 shares

    0.22% of the 13F portfolio, value $1,608,133.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,063 shares
    Change vs previous 13F +707 shares

    0.21% of the 13F portfolio, value $1,569,912.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,356 shares
    Change vs previous 13F -57 shares

    0.22% of the 13F portfolio, value $1,468,230.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,413 shares
    Change vs previous 13F -6,483 shares

    0.21% of the 13F portfolio, value $1,356,588.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, LLC
    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 18,896 shares
    Change vs previous 13F +329 shares

    0.34% of the 13F portfolio, value $1,976,605.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,567 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,137,212.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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