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TopTier Wealth Management, LLC: IJR position timeline

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

TopTier Wealth Management, LLC held 22,479 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,479 shares
    Change vs previous 13F +893 shares

    2.01% of the 13F portfolio, value $3,333,919.

    13F-HR 0001754960-26-000502 filed by TopTier Wealth Management, 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 21,586 shares
    Change vs previous 13F +2,256 shares

    1.65% of the 13F portfolio, value $2,683,356.

    13F-HR 0001754960-26-000365 filed by TopTier Wealth Management, 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 19,330 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,323,113.

    13F-HR 0002109367-26-000001 filed by TopTier Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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