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Disclosery

Peninsula Wealth, LLC: IJR position timeline

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

Peninsula Wealth, LLC held 12,896 IJR shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 12,896 shares
    Change vs previous 13F -337 shares

    0.25% of the 13F portfolio, value $1,485,891.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 13,233 shares
    Change vs previous 13F +1 shares

    0.27% of the 13F portfolio, value $1,571,036.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 13,232 shares
    Change vs previous 13F +295 shares

    0.28% of the 13F portfolio, value $1,472,542.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 12,937 shares
    Change vs previous 13F -388 shares

    0.29% of the 13F portfolio, value $1,429,760.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 13,325 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $1,442,476.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 13,323 shares
    Change vs previous 13F +141 shares

    0.28% of the 13F portfolio, value $1,183,650.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 13,182 shares
    Change vs previous 13F +34 shares

    0.34% of the 13F portfolio, value $1,313,547.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 13,148 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,271,398.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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