Stone Summit Wealth LLC: IJR position timeline

Stone Summit Wealth LLC held 32,352 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 32,352 shares

   Change vs previous 13F -224 shares

   1.22% of the 13F portfolio, value $4,798,125.

   13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 32,576 shares

   Change vs previous 13F -468 shares

   1.13% of the 13F portfolio, value $4,049,523.

   13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 33,044 shares

   Change vs previous 13F -243 shares

   1.08% of the 13F portfolio, value $3,971,228.

   13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 33,287 shares

   Change vs previous 13F -1,551 shares

   1.12% of the 13F portfolio, value $3,955,494.

   13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 34,838 shares

   Change vs previous 13F -4,915 shares

   1.18% of the 13F portfolio, value $3,807,445.

   13F-HR 0001667731-25-000854 filed by Stone Summit Wealth LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 39,753 shares

   Change vs previous 13F -221 shares

   1.41% of the 13F portfolio, value $4,156,971.

   13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 39,974 shares

   Change vs previous 13F +383 shares

   1.55% of the 13F portfolio, value $4,605,804.

   13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 39,591 shares

   Change vs previous 13F not available

   1.49% of the 13F portfolio, value $4,630,563.

   13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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