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Wealthspire Advisors, LLC: IJR position timeline

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

Wealthspire Advisors, LLC held 2,025,543 IJR 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 2,025,543 shares
    Change vs previous 13F +84,483 shares

    1.65% of the 13F portfolio, value $300,408,305.

    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 1,941,060 shares
    Change vs previous 13F +39,083 shares

    1.89% of the 13F portfolio, value $241,293,141.

    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 1,901,977 shares
    Change vs previous 13F -1,812,895 shares

    1.82% of the 13F portfolio, value $228,579,626.

    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 3,714,872 shares
    Change vs previous 13F +16,736 shares

    2.31% of the 13F portfolio, value $441,438,162.

    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 3,698,136 shares
    Change vs previous 13F -185,146 shares

    2.27% of the 13F portfolio, value $404,169,258.

    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 3,883,282 shares
    Change vs previous 13F +1,991,742 shares

    2.43% of the 13F portfolio, value $406,075,010.

    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 1,891,540 shares
    Change vs previous 13F +128,556 shares

    2.17% of the 13F portfolio, value $217,943,243.

    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 1,762,984 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $206,198,606.

    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).