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SENTINEL WEALTH MANAGEMENT, INC.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SENTINEL WEALTH MANAGEMENT, INC. on IJR, newest first. How the timeline and the estimate are built.

SENTINEL WEALTH MANAGEMENT, INC. held 20,517 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,517 shares
    Change vs previous 13F +575 shares

    2.14% of the 13F portfolio, value $3,042,877.

    13F-HR 0001929328-26-000008 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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 19,942 shares
    Change vs previous 13F +370 shares

    1.98% of the 13F portfolio, value $2,478,991.

    13F-HR 0001929328-26-000006 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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 19,572 shares
    Change vs previous 13F +1,520 shares

    1.95% of the 13F portfolio, value $2,352,163.

    13F-HR 0001929328-26-000004 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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 18,052 shares
    Change vs previous 13F +13 shares

    1.86% of the 13F portfolio, value $2,145,120.

    13F-HR 0001929328-25-000007 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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/A 18,039 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,971,483.

    13F-HR/A 0001929328-26-000005 filed by SENTINEL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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