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Disclosery

MCCARTER PRIVATE WEALTH SERVICES LLC: IJJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCCARTER PRIVATE WEALTH SERVICES LLC on IJJ, newest first. How the timeline and the estimate are built.

MCCARTER PRIVATE WEALTH SERVICES LLC held 1,400 IJJ 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 1,400 shares
    Change vs previous 13F +1,400 shares

    0.07% of the 13F portfolio, value $206,822.

    13F-HR 0001172661-26-003080 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,821 shares

    13F-HR 0001172661-26-000588 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 1,821 shares
    Change vs previous 13F -64 shares

    0.12% of the 13F portfolio, value $236,220.

    13F-HR 0001172661-25-004381 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,885 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $232,948.

    13F-HR 0001172661-25-002869 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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