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Private Wealth Asset Management, LLC: IJR position timeline

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

Private Wealth Asset Management, LLC held 234,697 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,697 shares
    Change vs previous 13F -13,567 shares

    3.36% of the 13F portfolio, value $34,884,321.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset 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 248,264 shares
    Change vs previous 13F +16,404 shares

    3.3% of the 13F portfolio, value $30,861,685.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset 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 231,860 shares
    Change vs previous 13F +3,504 shares

    3.03% of the 13F portfolio, value $27,864,887.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset 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 228,356 shares
    Change vs previous 13F +3,863 shares

    3.2% of the 13F portfolio, value $27,135,490.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset 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 224,493 shares
    Change vs previous 13F -7,169 shares

    3.26% of the 13F portfolio, value $24,534,888.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset 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 231,662 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $24,224,877.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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