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Disclosery

Powerhouse Assets LLC: IJR position timeline

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

Powerhouse Assets LLC held 12,386 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 12,386 shares
    Change vs previous 13F -15 shares

    1.5% of the 13F portfolio, value $1,836,906.

    13F-HR 0001564396-26-000003 filed by Powerhouse Assets 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 12,401 shares
    Change vs previous 13F +804 shares

    1.34% of the 13F portfolio, value $1,541,518.

    13F-HR 0001564396-26-000002 filed by Powerhouse Assets 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 11,597 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,393,788.

    13F-HR 0001564396-26-000001 filed by Powerhouse Assets LLC
    Filed (acceptance time not in the bulk data set), ingested

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