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Disclosery

MEMBERS WEALTH LLC: IJR position timeline

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

MEMBERS WEALTH LLC held 2,292 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 2,292 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $339,969.

    13F-HR 0001951757-26-000963 filed by MEMBERS 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 2,292 shares
    Change vs previous 13F -165 shares

    0.19% of the 13F portfolio, value $310,880.

    13F-HR 0001951757-26-000720 filed by MEMBERS 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 2,457 shares
    Change vs previous 13F +50 shares

    0.2% of the 13F portfolio, value $314,825.

    13F-HR 0001951757-26-000321 filed by MEMBERS 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 2,407 shares
    Change vs previous 13F -337 shares

    0.18% of the 13F portfolio, value $286,888.

    13F-HR 0001951757-25-001419 filed by MEMBERS 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 ended2025-03-31
    13F 2,744 shares
    Change vs previous 13F +327 shares

    0.22% of the 13F portfolio, value $286,899.

    13F-HR 0001951757-25-000371 filed by MEMBERS 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 ended2024-12-31
    13F 2,417 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $279,360.

    13F-HR 0001951757-25-000280 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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