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Disclosery

Opulen Financial Group LLC: IJR position timeline

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

Opulen Financial Group LLC held 7,494 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,494 shares
    Change vs previous 13F -128 shares

    0.7% of the 13F portfolio, value $1,111,441.

    13F-HR 0002055099-26-000003 filed by Opulen Financial Group 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 7,622 shares
    Change vs previous 13F +17 shares

    0.67% of the 13F portfolio, value $947,461.

    13F-HR 0002055099-26-000002 filed by Opulen Financial Group 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 7,605 shares
    Change vs previous 13F +627 shares

    0.67% of the 13F portfolio, value $913,952.

    13F-HR 0002055099-26-000001 filed by Opulen Financial Group 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 6,978 shares
    Change vs previous 13F +50 shares

    0.63% of the 13F portfolio, value $829,216.

    13F-HR 0002055099-25-000010 filed by Opulen Financial Group 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 6,928 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $757,209.

    13F-HR 0002055099-25-000004 filed by Opulen Financial Group 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 6,928 shares
    Change vs previous 13F +149 shares

    0.66% of the 13F portfolio, value $724,424.

    13F-HR 0002055099-25-000002 filed by Opulen Financial Group 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 6,779 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $781,033.

    13F-HR 0002055099-25-000001 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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