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Lionsbridge Wealth Management LLC: IJR position timeline

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

Lionsbridge Wealth Management LLC held 18,222 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,222 shares
    Change vs previous 13F -939 shares

    2.65% of the 13F portfolio, value $2,702,505.

    13F-HR 0001800533-26-000005 filed by Lionsbridge Wealth Management 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 19,161 shares
    Change vs previous 13F -4,007 shares

    2.39% of the 13F portfolio, value $2,381,904.

    13F-HR 0001800533-26-000003 filed by Lionsbridge Wealth Management 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 23,168 shares
    Change vs previous 13F -4,644 shares

    2.82% of the 13F portfolio, value $2,784,330.

    13F-HR 0001172661-26-000311 filed by Lionsbridge Wealth Management 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 27,812 shares
    Change vs previous 13F +9,028 shares

    3.26% of the 13F portfolio, value $3,304,900.

    13F-HR 0001172661-25-004334 filed by Lionsbridge Wealth Management 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 18,784 shares
    Change vs previous 13F +2,509 shares

    2.04% of the 13F portfolio, value $2,052,903.

    13F-HR 0001172661-25-002799 filed by Lionsbridge Wealth Management 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 16,275 shares
    Change vs previous 13F +2,283 shares

    1.51% of the 13F portfolio, value $1,701,877.

    13F-HR 0001172661-25-001817 filed by Lionsbridge Wealth Management 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 13,992 shares
    Change vs previous 13F +1,997 shares

    1.35% of the 13F portfolio, value $1,612,158.

    13F-HR 0001172661-25-000219 filed by Lionsbridge Wealth Management 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 11,995 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,402,935.

    13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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