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Disclosery

Nolet Wealth Management, LLC: IJR position timeline

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

Nolet Wealth Management, LLC held 12,056 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,056 shares
    Change vs previous 13F +100 shares

    0.99% of the 13F portfolio, value $1,788,027.

    13F-HR 0002056656-26-000007 filed by Nolet 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 11,956 shares
    Change vs previous 13F +3,650 shares

    0.85% of the 13F portfolio, value $1,486,252.

    13F-HR 0002056656-26-000005 filed by Nolet 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/A 8,306 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $998,217.

    13F-HR/A 0002056656-26-000004 filed by Nolet Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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