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PFG Private Wealth Management, LLC: IJR position timeline

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

PFG Private Wealth Management, LLC held 32,757 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,757 shares
    Change vs previous 13F -4,930 shares

    2.1% of the 13F portfolio, value $4,858,166.

    13F-HR 0001799957-26-000005 filed by PFG Private 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 37,687 shares
    Change vs previous 13F +1,359 shares

    1.99% of the 13F portfolio, value $4,684,876.

    13F-HR 0001799957-26-000002 filed by PFG Private 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 36,328 shares
    Change vs previous 13F +33,739 shares

    1.91% of the 13F portfolio, value $4,365,950.

    13F-HR 0001799957-26-000001 filed by PFG Private 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 ended2025-09-30
    13F 2,589 shares
    Change vs previous 13F -31,018 shares

    0.14% of the 13F portfolio, value $307,651.

    13F-HR 0001799957-25-000007 filed by PFG Private 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 ended2025-06-30
    13F 33,607 shares
    Change vs previous 13F +103 shares

    1.89% of the 13F portfolio, value $3,672,914.

    13F-HR 0001799957-25-000005 filed by PFG Private 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 ended2025-03-31
    13F 33,504 shares
    Change vs previous 13F -26,391 shares

    1.89% of the 13F portfolio, value $3,503,501.

    13F-HR 0001799957-25-000004 filed by PFG Private 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 ended2024-12-31
    13F 59,895 shares
    Change vs previous 13F +1,470 shares

    3.93% of the 13F portfolio, value $6,901,073.

    13F-HR 0001799957-25-000001 filed by PFG Private 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 ended2024-09-30
    13F 58,425 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $6,833,374.

    13F-HR 0001799957-24-000007 filed by PFG Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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