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PERSPECTIVE WEALTH ADVISORS LLC: IJR position timeline

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

PERSPECTIVE WEALTH ADVISORS LLC held 48,743 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,743 shares
    Change vs previous 13F +2,139 shares

    3.98% of the 13F portfolio, value $7,229,074.

    13F-HR 0001986152-26-000138 filed by PERSPECTIVE WEALTH ADVISORS 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 46,604 shares
    Change vs previous 13F +3,017 shares

    3.76% of the 13F portfolio, value $5,793,343.

    13F-HR 0001986152-26-000074 filed by PERSPECTIVE WEALTH ADVISORS 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 43,587 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $5,238,286.

    13F-HR 0001986152-26-000036 filed by PERSPECTIVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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