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Disclosery

VANCE WEALTH, LLC: IJJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VANCE WEALTH, LLC on IJJ, newest first. How the timeline and the estimate are built.

VANCE WEALTH, LLC held 12,576 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,576 shares
    Change vs previous 13F -1,855 shares

    0.42% of the 13F portfolio, value $1,857,852.

    13F-HR 0001951757-26-001264 filed by VANCE 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 14,431 shares
    Change vs previous 13F -2,315 shares

    0.55% of the 13F portfolio, value $1,912,108.

    13F-HR 0001951757-26-000879 filed by VANCE 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/A 16,746 shares
    Change vs previous 13F -1,000 shares

    0.65% of the 13F portfolio, value $2,203,606.

    13F-HR/A 0001951757-26-000476 filed by VANCE 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 17,746 shares
    Change vs previous 13F -872 shares

    0.71% of the 13F portfolio, value $2,302,011.

    13F-HR 0001951757-25-001441 filed by VANCE 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 18,618 shares
    Change vs previous 13F -3,978 shares

    0.78% of the 13F portfolio, value $2,300,812.

    13F-HR 0001951757-25-001086 filed by VANCE 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 22,596 shares
    Change vs previous 13F -2,009 shares

    1.02% of the 13F portfolio, value $2,705,420.

    13F-HR 0001951757-25-000555 filed by VANCE 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 24,605 shares
    Change vs previous 13F -359 shares

    1.19% of the 13F portfolio, value $3,074,641.

    13F-HR 0001951757-25-000262 filed by VANCE 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 24,964 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,086,050.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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