Skip to content
Disclosery

Litman Gregory Wealth Management LLC: IJR position timeline

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

Litman Gregory Wealth Management LLC held 112,039 IJR shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 112,039 shares
    Change vs previous 13F -2,369 shares

    0.99% of the 13F portfolio, value $13,464,848.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 114,408 shares
    Change vs previous 13F -15,598 shares

    1.01% of the 13F portfolio, value $13,595,103.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 130,006 shares
    Change vs previous 13F -13,355 shares

    1.12% of the 13F portfolio, value $14,208,356.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 143,361 shares
    Change vs previous 13F -82,864 shares

    1.29% of the 13F portfolio, value $14,991,260.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 226,225 shares
    Change vs previous 13F +67,821 shares

    2.26% of the 13F portfolio, value $26,065,645.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 158,404 shares
    Change vs previous 13F +16,351 shares

    1.55% of the 13F portfolio, value $18,526,932.

    13F-HR 0001214659-24-017769 filed by Litman Gregory 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 ended2024-06-30
    13F 142,053 shares
    Change vs previous 13F +45,245 shares

    1.34% of the 13F portfolio, value $15,151,373.

    13F-HR 0001214659-24-013144 filed by Litman Gregory 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 ended2024-03-31
    13F 96,808 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $10,699,221.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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