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Disclosery

LPWM LLC: IJR position timeline

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

LPWM LLC held 5,692 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,692 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $844,181.

    13F-HR 0001951757-26-001044 filed by LPWM 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 5,692 shares
    Change vs previous 13F +257 shares

    0.18% of the 13F portfolio, value $707,573.

    13F-HR 0001951757-26-000557 filed by LPWM 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 5,435 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $653,178.

    13F-HR 0001951757-26-000010 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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