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Disclosery

Talisman Wealth Advisors LLC: IJR position timeline

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

Talisman Wealth Advisors LLC held 14,990 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,990 shares
    Change vs previous 13F +1,257 shares

    1.65% of the 13F portfolio, value $2,223,199.

    13F-HR 0001962685-26-000003 filed by Talisman 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 13,733 shares
    Change vs previous 13F -4,426 shares

    1.38% of the 13F portfolio, value $1,707,176.

    13F-HR 0001962685-26-000002 filed by Talisman 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 18,159 shares
    Change vs previous 13F -1,920 shares

    1.7% of the 13F portfolio, value $2,184,356.

    13F-HR 0001962685-26-000001 filed by Talisman 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 20,079 shares
    Change vs previous 13F -182 shares

    1.98% of the 13F portfolio, value $2,385,930.

    13F-HR 0001962685-25-000006 filed by Talisman 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 20,261 shares
    Change vs previous 13F -1,731 shares

    2.02% of the 13F portfolio, value $2,214,313.

    13F-HR 0001962685-25-000003 filed by Talisman 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 21,992 shares
    Change vs previous 13F -1,997 shares

    2.36% of the 13F portfolio, value $2,299,692.

    13F-HR 0001962685-25-000002 filed by Talisman 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 23,989 shares
    Change vs previous 13F +1,192 shares

    2.93% of the 13F portfolio, value $2,763,992.

    13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors 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 22,797 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $2,658,087.

    13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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