Wealth Care LLC: IJR position timeline

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

Wealth Care LLC held 80,573 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 80,573 shares
Change vs previous 13F -667 shares
9.68% of the 13F portfolio, value $11,949,749.
13F-HR 0002085853-26-000736 filed by Wealth Care LLC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 81,240 shares
Change vs previous 13F not available
8.97% of the 13F portfolio, value $10,098,930.
13F-HR 0002085853-26-000491 filed by Wealth Care LLC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).