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Disclosery

TL Private Wealth: IJR position timeline

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

TL Private Wealth held 6,269 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,269 shares
    Change vs previous 13F +332 shares

    0.31% of the 13F portfolio, value $861,795.

    13F-HR 0001802868-26-000007 filed by TL Private Wealth
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,937 shares
    Change vs previous 13F -886 shares

    0.32% of the 13F portfolio, value $863,251.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,823 shares
    Change vs previous 13F -272 shares

    0.35% of the 13F portfolio, value $888,293.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 7,095 shares
    Change vs previous 13F -1,084 shares

    0.35% of the 13F portfolio, value $896,977.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,179 shares
    Change vs previous 13F +144 shares

    0.38% of the 13F portfolio, value $953,550.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,035 shares
    Change vs previous 13F +17 shares

    0.37% of the 13F portfolio, value $893,196.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,018 shares
    Change vs previous 13F +247 shares

    0.36% of the 13F portfolio, value $726,112.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,771 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $909,471.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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