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Wealthspire Advisors, LLC: IJJ position timeline

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

Wealthspire Advisors, LLC held 138,688 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,688 shares
    Change vs previous 13F -50 shares

    0.11% of the 13F portfolio, value $20,488,430.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 138,738 shares
    Change vs previous 13F -1,302 shares

    0.14% of the 13F portfolio, value $18,382,850.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 140,040 shares
    Change vs previous 13F -125,472 shares

    0.15% of the 13F portfolio, value $18,427,850.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 265,512 shares
    Change vs previous 13F +4,222 shares

    0.18% of the 13F portfolio, value $34,441,986.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 261,290 shares
    Change vs previous 13F -3,770 shares

    0.18% of the 13F portfolio, value $32,290,030.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 265,060 shares
    Change vs previous 13F +146,265 shares

    0.19% of the 13F portfolio, value $31,735,518.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 118,795 shares
    Change vs previous 13F +5,271 shares

    0.15% of the 13F portfolio, value $14,844,547.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 113,524 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $14,033,835.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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