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Disclosery

RVW Wealth, LLC: IJR position timeline

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

RVW Wealth, LLC held 22,213 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,213 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $3,021,818.

    13F-HR 0001756543-26-000005 filed by RVW Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,209 shares
    Change vs previous 13F -120 shares

    0.22% of the 13F portfolio, value $3,293,763.

    13F-HR 0001756543-26-000003 filed by RVW 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 ended2026-03-31
    13F 22,329 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $2,775,761.

    13F-HR 0001756543-26-000002 filed by RVW 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 ended2025-12-31
    13F 22,328 shares
    Change vs previous 13F -164 shares

    0.2% of the 13F portfolio, value $2,683,418.

    13F-HR 0001756543-26-000001 filed by RVW 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 ended2025-09-30
    13F 22,492 shares
    Change vs previous 13F +122 shares

    0.21% of the 13F portfolio, value $2,672,742.

    13F-HR 0001756543-25-000009 filed by RVW 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 ended2025-06-30
    13F 22,370 shares
    Change vs previous 13F -437 shares

    0.21% of the 13F portfolio, value $2,444,763.

    13F-HR 0001756543-25-000007 filed by RVW 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 ended2025-03-31
    13F 22,807 shares
    Change vs previous 13F -6,954 shares

    0.22% of the 13F portfolio, value $2,384,876.

    13F-HR 0001756543-25-000006 filed by RVW 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 ended2024-12-31
    13F 29,761 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,429,005.

    13F-HR 0001756543-25-000001 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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