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SILVERLAKE WEALTH MANAGEMENT LLC: IJR position timeline

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

SILVERLAKE WEALTH MANAGEMENT LLC held 40,827 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,827 shares
    Change vs previous 13F -944 shares

    1.16% of the 13F portfolio, value $6,055,019.

    13F-HR 0001951757-26-001127 filed by SILVERLAKE WEALTH MANAGEMENT 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 41,771 shares
    Change vs previous 13F +1,859 shares

    1.1% of the 13F portfolio, value $5,192,542.

    13F-HR 0001951757-26-000600 filed by SILVERLAKE WEALTH MANAGEMENT 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 39,912 shares
    Change vs previous 13F +10,997 shares

    1.08% of the 13F portfolio, value $4,796,578.

    13F-HR 0001951757-26-000041 filed by SILVERLAKE WEALTH MANAGEMENT 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 28,915 shares
    Change vs previous 13F +23,883 shares

    0.84% of the 13F portfolio, value $3,435,958.

    13F-HR 0001951757-25-001209 filed by SILVERLAKE WEALTH MANAGEMENT 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 5,032 shares
    Change vs previous 13F -525 shares

    0.16% of the 13F portfolio, value $549,964.

    13F-HR 0001951757-25-001117 filed by SILVERLAKE WEALTH MANAGEMENT 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 5,557 shares
    Change vs previous 13F -86 shares

    0.22% of the 13F portfolio, value $581,135.

    13F-HR 0001951757-25-000479 filed by SILVERLAKE WEALTH MANAGEMENT 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 5,643 shares
    Change vs previous 13F +1,007 shares

    0.25% of the 13F portfolio, value $650,173.

    13F-HR 0001951757-25-000137 filed by SILVERLAKE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,636 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $542,190.

    13F-HR 0001951757-24-001007 filed by SILVERLAKE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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