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Disclosery

Wealth Advisory Team LLC: IJJ position timeline

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

Wealth Advisory Team LLC held 1,723 IJJ 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 1,723 shares
    Change vs previous 13F -197 shares

    0.21% of the 13F portfolio, value $254,473.

    13F-HR 0002039196-26-000004 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,920 shares
    Change vs previous 13F -137 shares

    0.22% of the 13F portfolio, value $252,646.

    13F-HR 0002039196-26-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,057 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $254,230.

    13F-HR 0002039196-25-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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