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TRUE Private Wealth Advisors: IJR position timeline

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

TRUE Private Wealth Advisors held 15,015 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,015 shares
    Change vs previous 13F -1,092 shares

    0.19% of the 13F portfolio, value $2,226,857.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 16,107 shares
    Change vs previous 13F -1,157 shares

    0.19% of the 13F portfolio, value $2,002,368.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 17,264 shares
    Change vs previous 13F -427 shares

    0.21% of the 13F portfolio, value $2,074,837.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 17,691 shares
    Change vs previous 13F -1,606 shares

    0.21% of the 13F portfolio, value $2,102,267.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 19,297 shares
    Change vs previous 13F -2,955 shares

    0.24% of the 13F portfolio, value $2,109,004.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 22,252 shares
    Change vs previous 13F +508 shares

    0.28% of the 13F portfolio, value $2,326,911.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 21,744 shares
    Change vs previous 13F -2,765 shares

    0.3% of the 13F portfolio, value $2,505,458.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 24,509 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,866,611.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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