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Disclosery

Wealth Group Ltd: IJR position timeline

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

Wealth Group Ltd held 4,823 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,823 shares
    Change vs previous 13F -66 shares

    0.12% of the 13F portfolio, value $668,097.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,889 shares
    Change vs previous 13F -224 shares

    0.14% of the 13F portfolio, value $725,088.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,113 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $635,597.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,106 shares
    Change vs previous 13F -296 shares

    0.14% of the 13F portfolio, value $613,639.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,402 shares
    Change vs previous 13F +53 shares

    0.15% of the 13F portfolio, value $641,920.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,349 shares
    Change vs previous 13F -591 shares

    0.15% of the 13F portfolio, value $584,548.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,940 shares
    Change vs previous 13F -242 shares

    0.18% of the 13F portfolio, value $621,130.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,182 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $712,323.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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