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Disclosery

VANCE WEALTH, LLC: IJK position timeline

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

VANCE WEALTH, LLC held 23,339 IJK 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 23,339 shares
    Change vs previous 13F -8 shares

    0.62% of the 13F portfolio, value $2,742,333.

    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 23,347 shares
    Change vs previous 13F -2,401 shares

    0.68% of the 13F portfolio, value $2,349,175.

    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 25,748 shares
    Change vs previous 13F +799 shares

    0.74% of the 13F portfolio, value $2,494,466.

    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 24,949 shares
    Change vs previous 13F -791 shares

    0.74% of the 13F portfolio, value $2,392,359.

    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 25,740 shares
    Change vs previous 13F -1,152 shares

    0.79% of the 13F portfolio, value $2,341,825.

    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 26,892 shares
    Change vs previous 13F -543 shares

    0.84% of the 13F portfolio, value $2,239,566.

    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 27,435 shares
    Change vs previous 13F -448 shares

    0.96% of the 13F portfolio, value $2,494,665.

    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 27,883 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,563,284.

    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).