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Watts Gwilliam & Co., LLC: IJR position timeline

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

Watts Gwilliam & Co., LLC held 70,838 IJR shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 70,838 shares
    Change vs previous 13F +81 shares

    1.36% of the 13F portfolio, value $8,417,651.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 70,757 shares
    Change vs previous 13F -797 shares

    1.4% of the 13F portfolio, value $8,535,458.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 71,554 shares
    Change vs previous 13F +213 shares

    1.62% of the 13F portfolio, value $7,482,362.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 71,341 shares
    Change vs previous 13F +1,575 shares

    1.74% of the 13F portfolio, value $8,229,857.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 69,766 shares
    Change vs previous 13F +8,867 shares

    1.74% of the 13F portfolio, value $7,991,744.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 60,899 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $6,723,290.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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