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Disclosery

Partnership Wealth Management, LLC: IJR position timeline

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

Partnership Wealth Management, LLC held 66,464 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 66,464 shares
    Change vs previous 13F -4,405 shares

    6.45% of the 13F portfolio, value $9,041,759.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,869 shares
    Change vs previous 13F +531 shares

    7.1% of the 13F portfolio, value $10,510,641.

    13F-HR 0002010656-26-000004 filed by Partnership 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 ended2026-03-31
    13F 70,338 shares
    Change vs previous 13F -2,826 shares

    6.67% of the 13F portfolio, value $8,743,657.

    13F-HR 0002010656-26-000003 filed by Partnership 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 ended2025-12-31
    13F 73,164 shares
    Change vs previous 13F +387 shares

    6.33% of the 13F portfolio, value $8,792,811.

    13F-HR 0002010656-26-000001 filed by Partnership 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 ended2025-09-30
    13F 72,777 shares
    Change vs previous 13F +701 shares

    6.66% of the 13F portfolio, value $8,648,094.

    13F-HR 0002010656-25-000007 filed by Partnership 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 ended2025-06-30
    13F 72,076 shares
    Change vs previous 13F -8,833 shares

    6.38% of the 13F portfolio, value $7,877,210.

    13F-HR 0002010656-25-000004 filed by Partnership 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 ended2025-03-31
    13F 80,909 shares
    Change vs previous 13F +571 shares

    7.18% of the 13F portfolio, value $8,460,695.

    13F-HR 0002010656-25-000003 filed by Partnership 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 ended2024-12-31
    13F 80,338 shares
    Change vs previous 13F not available

    7.7% of the 13F portfolio, value $9,256,599.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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