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Disclosery

TFO Wealth Partners, LLC: IJR position timeline

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

TFO Wealth Partners, LLC held 92,452 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,452 shares
    Change vs previous 13F +65 shares

    1.49% of the 13F portfolio, value $13,711,606.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, 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 92,387 shares
    Change vs previous 13F -149 shares

    1.56% of the 13F portfolio, value $11,484,654.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, 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 92,536 shares
    Change vs previous 13F -167 shares

    1.66% of the 13F portfolio, value $11,120,994.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, 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 92,703 shares
    Change vs previous 13F +71 shares

    1.8% of the 13F portfolio, value $11,015,869.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, 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 92,632 shares
    Change vs previous 13F -23 shares

    1.78% of the 13F portfolio, value $10,123,709.

    13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, 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 92,655 shares
    Change vs previous 13F +92,655 shares

    1.92% of the 13F portfolio, value $9,688,982.

    13F-HR 0001085146-25-002752 filed by TFO Wealth Partners, 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 0 shares
    Change vs previous 13F -93,984 shares

    13F-HR 0001085146-25-000909 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 93,984 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $10,992,322.

    13F-HR 0001085146-24-005508 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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