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Disclosery

MTC Wealth Management LLC: IJR position timeline

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

MTC Wealth Management LLC held 65,876 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 65,876 shares
    Change vs previous 13F -1,536 shares

    4.38% of the 13F portfolio, value $9,770,139.

    13F-HR 0001821455-26-000006 filed by MTC Wealth Management 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 67,412 shares
    Change vs previous 13F +2,305 shares

    3.98% of the 13F portfolio, value $8,379,972.

    13F-HR 0001821455-26-000004 filed by MTC Wealth Management 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 65,107 shares
    Change vs previous 13F -1,180 shares

    3.67% of the 13F portfolio, value $7,824,566.

    13F-HR 0001821455-26-000002 filed by MTC Wealth Management 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 66,287 shares
    Change vs previous 13F -991 shares

    3.67% of the 13F portfolio, value $7,876,850.

    13F-HR 0001821455-25-000005 filed by MTC Wealth Management 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 67,278 shares
    Change vs previous 13F -1,473 shares

    3.53% of the 13F portfolio, value $7,352,789.

    13F-HR 0001667731-25-001014 filed by MTC Wealth Management 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 68,751 shares
    Change vs previous 13F +13,018 shares

    3.53% of the 13F portfolio, value $7,189,284.

    13F-HR 0001667731-25-000584 filed by MTC Wealth Management 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 55,733 shares
    Change vs previous 13F -1,592 shares

    3.09% of the 13F portfolio, value $6,421,603.

    13F-HR 0001667731-25-000181 filed by MTC Wealth Management 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 57,325 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $6,704,689.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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