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Disclosery

Urban Wealth Management, LLC: IJR position timeline

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

Urban Wealth Management, LLC held 14,817 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 14,817 shares
    Change vs previous 13F -1,208 shares

    1.92% of the 13F portfolio, value $2,197,571.

    13F-HR 0002085853-26-000843 filed by Urban 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 16,025 shares
    Change vs previous 13F -1,782 shares

    2.04% of the 13F portfolio, value $1,992,120.

    13F-HR 0002085853-26-000435 filed by Urban 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 17,807 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,140,095.

    13F-HR 0002085853-26-000154 filed by Urban Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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