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Schneider Downs Wealth Management Advisors, LP: IJR position timeline

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

Schneider Downs Wealth Management Advisors, LP held 97,291 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,291 shares
    Change vs previous 13F -3,967 shares

    1.36% of the 13F portfolio, value $14,429,183.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 101,258 shares
    Change vs previous 13F -960 shares

    1.39% of the 13F portfolio, value $12,587,334.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 102,218 shares
    Change vs previous 13F +1,467 shares

    1.38% of the 13F portfolio, value $12,284,531.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 100,751 shares
    Change vs previous 13F -704 shares

    1.42% of the 13F portfolio, value $11,972,269.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 101,455 shares
    Change vs previous 13F +2,049 shares

    1.66% of the 13F portfolio, value $11,087,983.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 99,406 shares
    Change vs previous 13F +15,457 shares

    1.88% of the 13F portfolio, value $10,394,928.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 83,949 shares
    Change vs previous 13F +14,075 shares

    1.82% of the 13F portfolio, value $9,672,616.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 69,874 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $8,172,456.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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