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Disclosery

Waterway Wealth Management, LLC: IJR position timeline

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

Waterway Wealth Management, LLC held 84,355 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,355 shares
    Change vs previous 13F -10,285 shares

    2.13% of the 13F portfolio, value $10,426,254.

    13F-HR 0001104659-26-082945 filed by Waterway 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 94,640 shares
    Change vs previous 13F -6,533 shares

    2.25% of the 13F portfolio, value $10,197,948.

    13F-HR 0001104659-26-045912 filed by Waterway 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 101,173 shares
    Change vs previous 13F +1,309 shares

    2.42% of the 13F portfolio, value $10,689,676.

    13F-HR 0001104659-26-015612 filed by Waterway Wealth Management, 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 99,864 shares
    Change vs previous 13F +668 shares

    2.5% of the 13F portfolio, value $10,466,489.

    13F-HR 0001104659-25-107482 filed by Waterway Wealth Management, 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 99,196 shares
    Change vs previous 13F +4,539 shares

    3.28% of the 13F portfolio, value $10,841,619.

    13F-HR 0001104659-25-078222 filed by Waterway Wealth Management, 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 94,657 shares
    Change vs previous 13F -3,466 shares

    4.12% of the 13F portfolio, value $9,897,865.

    13F-HR 0001104659-25-045968 filed by Waterway Wealth Management, 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 98,123 shares
    Change vs previous 13F -61 shares

    4.97% of the 13F portfolio, value $11,305,696.

    13F-HR 0001104659-25-009435 filed by Waterway Wealth Management, 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 98,184 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $11,483,283.

    13F-HR 0001104659-24-110214 filed by Waterway Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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