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Mascagni Wealth Management, Inc.: IJR position timeline

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

Mascagni Wealth Management, Inc. held 11,796 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,796 shares
    Change vs previous 13F -601 shares

    1.09% of the 13F portfolio, value $1,749,460.

    13F-HR 0002063074-26-000003 filed by Mascagni Wealth Management, Inc.
    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 12,397 shares
    Change vs previous 13F -34 shares

    1.1% of the 13F portfolio, value $1,541,016.

    13F-HR 0002063074-26-000002 filed by Mascagni Wealth Management, Inc.
    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 12,431 shares
    Change vs previous 13F -1,106 shares

    1.11% of the 13F portfolio, value $1,493,899.

    13F-HR 0002063074-26-000001 filed by Mascagni Wealth Management, Inc.
    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 13,537 shares
    Change vs previous 13F -3,030 shares

    1.24% of the 13F portfolio, value $1,608,579.

    13F-HR 0002063074-25-000007 filed by Mascagni Wealth Management, Inc.
    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 16,567 shares
    Change vs previous 13F -1,631 shares

    1.54% of the 13F portfolio, value $1,810,593.

    13F-HR 0002063074-25-000006 filed by Mascagni Wealth Management, Inc.
    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/A 18,198 shares
    Change vs previous 13F 0 shares

    1.89% of the 13F portfolio, value $1,902,995.

    13F-HR/A 0002063074-25-000004 filed by Mascagni Wealth Management, Inc.
    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/A 18,198 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $1,902,995.

    13F-HR/A 0002063074-25-000003 filed by Mascagni Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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