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Disclosery

Spectrum Wealth Counsel, LLC: IJR position timeline

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

Spectrum Wealth Counsel, LLC held 3,856 IJR shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,856 shares
    Change vs previous 13F -21,936 shares

    0.05% of the 13F portfolio, value $403,245.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 25,792 shares
    Change vs previous 13F +17,711 shares

    0.35% of the 13F portfolio, value $2,971,747.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 8,081 shares
    Change vs previous 13F -5,858 shares

    0.11% of the 13F portfolio, value $945,124.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 13,939 shares
    Change vs previous 13F +4,716 shares

    0.19% of the 13F portfolio, value $1,486,706.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 9,223 shares
    Change vs previous 13F +4,945 shares

    0.12% of the 13F portfolio, value $1,019,297.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 4,278 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $463,094.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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