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Melone Private Wealth, LLC: IJR position timeline

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

Melone Private Wealth, LLC held 114,038 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,038 shares
    Change vs previous 13F -1,105 shares

    6.44% of the 13F portfolio, value $16,913,000.

    13F-HR 0001951757-26-000977 filed by Melone Private 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 115,143 shares
    Change vs previous 13F +6,550 shares

    5.85% of the 13F portfolio, value $14,313,387.

    13F-HR 0001951757-26-000538 filed by Melone Private 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 108,593 shares
    Change vs previous 13F +49,792 shares

    5.54% of the 13F portfolio, value $13,050,662.

    13F-HR 0001951757-26-000016 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 58,801 shares
    Change vs previous 13F +10,992 shares

    3.17% of the 13F portfolio, value $6,987,317.

    13F-HR 0001951757-25-001170 filed by Melone Private Wealth, LLC
    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 47,809 shares
    Change vs previous 13F +1,976 shares

    2.68% of the 13F portfolio, value $5,234,592.

    13F-HR 0001951757-25-000588 filed by Melone Private Wealth, LLC
    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 45,833 shares
    Change vs previous 13F +4,272 shares

    2.51% of the 13F portfolio, value $4,792,765.

    13F-HR 0001951757-25-000317 filed by Melone Private Wealth, LLC
    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 41,561 shares
    Change vs previous 13F +11,003 shares

    2.48% of the 13F portfolio, value $4,788,665.

    13F-HR 0001951757-25-000019 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,558 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $3,574,019.

    13F-HR 0001951757-24-000984 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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