Skip to content
Disclosery

Marble Wealth, LLC: IJR position timeline

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

Marble Wealth, LLC held 74,377 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,377 shares
    Change vs previous 13F +2,855 shares

    1.69% of the 13F portfolio, value $11,030,840.

    13F-HR 0001951757-26-001167 filed by Marble Wealth, 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 71,522 shares
    Change vs previous 13F +4,734 shares

    1.56% of the 13F portfolio, value $8,890,840.

    13F-HR 0001951757-26-000869 filed by Marble Wealth, 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 66,788 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $8,026,595.

    13F-HR 0001951757-26-000415 filed by Marble Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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