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Three Seasons Wealth, LLC: IJR position timeline

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

Three Seasons Wealth, LLC held 7,351 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,351 shares
    Change vs previous 13F +34 shares

    0.1% of the 13F portfolio, value $1,090,153.

    13F-HR 0001420506-26-001588 filed by Three Seasons Wealth, 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 7,317 shares
    Change vs previous 13F -314 shares

    0.35% of the 13F portfolio, value $909,514.

    13F-HR 0001420506-26-000803 filed by Three Seasons Wealth, 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 7,631 shares
    Change vs previous 13F -557 shares

    0.09% of the 13F portfolio, value $917,033.

    13F-HR 0001420506-26-000058 filed by Three Seasons Wealth, 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 8,188 shares
    Change vs previous 13F -74 shares

    0.1% of the 13F portfolio, value $972,921.

    13F-HR 0001420506-25-002863 filed by Three Seasons Wealth, 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 8,262 shares
    Change vs previous 13F -604 shares

    0.1% of the 13F portfolio, value $902,899.

    13F-HR 0001420506-25-001489 filed by Three Seasons Wealth, 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 8,866 shares
    Change vs previous 13F -628 shares

    0.46% of the 13F portfolio, value $927,065.

    13F-HR 0001420506-25-000951 filed by Three Seasons Wealth, 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 9,494 shares
    Change vs previous 13F -1,532 shares

    0.53% of the 13F portfolio, value $1,093,841.

    13F-HR 0001420506-25-000562 filed by Three Seasons Wealth, 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 11,026 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,289,542.

    13F-HR 0001420506-25-000737 filed by Three Seasons Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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