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Rochester Wealth Strategies, LLC: IJR position timeline

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

Rochester Wealth Strategies, LLC held 72,390 IJR 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 72,390 shares
    Change vs previous 13F -19,385 shares

    5.94% of the 13F portfolio, value $10,736,156.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 91,775 shares
    Change vs previous 13F +406 shares

    6.92% of the 13F portfolio, value $11,408,546.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 91,369 shares
    Change vs previous 13F +1,574 shares

    6.9% of the 13F portfolio, value $10,980,704.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 89,795 shares
    Change vs previous 13F +1,304 shares

    6.98% of the 13F portfolio, value $10,670,362.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 88,491 shares
    Change vs previous 13F +10,216 shares

    6.94% of the 13F portfolio, value $9,671,176.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 78,275 shares
    Change vs previous 13F not available

    6.5% of the 13F portfolio, value $8,185,188.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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