Skip to content
Disclosery

McGlone Suttner Wealth Management, Inc.: IJR position timeline

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

McGlone Suttner Wealth Management, Inc. held 21,405 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,405 shares
    Change vs previous 13F -18 shares

    0.34% of the 13F portfolio, value $2,911,984.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,423 shares
    Change vs previous 13F +52 shares

    0.37% of the 13F portfolio, value $3,177,232.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner 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 ended2026-03-31
    13F 21,371 shares
    Change vs previous 13F -1,768 shares

    0.35% of the 13F portfolio, value $2,656,666.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner 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 ended2025-12-31
    13F 23,139 shares
    Change vs previous 13F +1,717 shares

    0.37% of the 13F portfolio, value $2,780,826.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner 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 ended2025-09-30
    13F 21,422 shares
    Change vs previous 13F -265 shares

    0.36% of the 13F portfolio, value $2,545,578.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner 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 ended2025-06-30
    13F 21,687 shares
    Change vs previous 13F +21 shares

    0.36% of the 13F portfolio, value $2,370,164.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner 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 ended2025-03-31
    13F 21,666 shares
    Change vs previous 13F -964 shares

    0.37% of the 13F portfolio, value $2,265,601.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,630 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,607,467.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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