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PRESILIUM PRIVATE WEALTH, LLC: IJJ position timeline

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

PRESILIUM PRIVATE WEALTH, LLC held 10,394 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,394 shares
    Change vs previous 13F -309 shares

    0.24% of the 13F portfolio, value $1,535,573.

    13F-HR 0001939831-26-000003 filed by PRESILIUM PRIVATE 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 ended2026-03-31
    13F 10,703 shares
    Change vs previous 13F +288 shares

    0.25% of the 13F portfolio, value $1,418,208.

    13F-HR 0001939831-26-000002 filed by PRESILIUM PRIVATE 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 ended2025-12-31
    13F 10,415 shares
    Change vs previous 13F +215 shares

    0.25% of the 13F portfolio, value $1,370,570.

    13F-HR 0001939831-26-000001 filed by PRESILIUM PRIVATE 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 ended2025-09-30
    13F 10,200 shares
    Change vs previous 13F +288 shares

    0.25% of the 13F portfolio, value $1,323,204.

    13F-HR 0001939831-25-000005 filed by PRESILIUM PRIVATE 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 ended2025-06-30
    13F 9,912 shares
    Change vs previous 13F -5,075 shares

    0.25% of the 13F portfolio, value $1,224,982.

    13F-HR 0001939831-25-000003 filed by PRESILIUM PRIVATE 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 ended2025-03-31
    13F 14,987 shares
    Change vs previous 13F -3,957 shares

    0.4% of the 13F portfolio, value $1,794,448.

    13F-HR 0001939831-25-000002 filed by PRESILIUM PRIVATE 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 ended2024-12-31
    13F 18,944 shares
    Change vs previous 13F -34 shares

    0.54% of the 13F portfolio, value $2,367,300.

    13F-HR 0001939831-25-000001 filed by PRESILIUM PRIVATE 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 ended2024-09-30
    13F 18,978 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,346,117.

    13F-HR 0001939831-24-000004 filed by PRESILIUM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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