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Disclosery

Wealth Management Partners, LLC: IJR position timeline

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

Wealth Management Partners, LLC held 21,934 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,934 shares
    Change vs previous 13F +106 shares

    0.77% of the 13F portfolio, value $3,253,032.

    13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 21,828 shares
    Change vs previous 13F -157 shares

    0.78% of the 13F portfolio, value $2,713,439.

    13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 21,985 shares
    Change vs previous 13F -2,204 shares

    0.75% of the 13F portfolio, value $2,642,157.

    13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 24,189 shares
    Change vs previous 13F -502 shares

    0.91% of the 13F portfolio, value $2,874,379.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 24,691 shares
    Change vs previous 13F -2,203 shares

    0.97% of the 13F portfolio, value $2,744,652.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 26,894 shares
    Change vs previous 13F -797 shares

    1.3% of the 13F portfolio, value $2,812,306.

    13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 27,691 shares
    Change vs previous 13F +739 shares

    1.38% of the 13F portfolio, value $3,190,557.

    13F-HR 0001085146-25-000272 filed by Wealth Management Partners, 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 26,952 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,152,306.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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