Skip to content
Disclosery

Serenus Wealth Advisors, LLC: IJR position timeline

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

Serenus Wealth Advisors, LLC held 59,798 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 59,798 shares
    Change vs previous 13F +114 shares

    1.55% of the 13F portfolio, value $8,867,096.

    13F-HR 0001765380-26-000283 filed by Serenus Wealth Advisors, 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 59,684 shares
    Change vs previous 13F +13 shares

    1.48% of the 13F portfolio, value $7,413,590.

    13F-HR 0001765380-26-000126 filed by Serenus Wealth Advisors, 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 59,671 shares
    Change vs previous 13F -746 shares

    1.39% of the 13F portfolio, value $7,171,274.

    13F-HR 0001765380-26-000048 filed by Serenus Wealth Advisors, 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 60,417 shares
    Change vs previous 13F -3,440 shares

    1.23% of the 13F portfolio, value $7,179,330.

    13F-HR 0001765380-25-000444 filed by Serenus Wealth Advisors, 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 63,857 shares
    Change vs previous 13F -19,321 shares

    1.19% of the 13F portfolio, value $6,979,213.

    13F-HR 0001765380-25-000373 filed by Serenus Wealth Advisors, 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 83,178 shares
    Change vs previous 13F +15,196 shares

    1.44% of the 13F portfolio, value $8,696,976.

    13F-HR 0001765380-25-000180 filed by Serenus Wealth Advisors, LLC
    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 67,982 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $7,832,894.

    13F-HR 0001765380-25-000016 filed by Serenus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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