Skip to content
Disclosery

Wela Strategies, Inc.: IJR position timeline

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

Wela Strategies, Inc. held 34,630 IJR shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 34,630 shares
    Change vs previous 13F -880 shares

    1.56% of the 13F portfolio, value $4,115,136.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 35,510 shares
    Change vs previous 13F +1,439 shares

    1.53% of the 13F portfolio, value $3,880,974.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 34,071 shares
    Change vs previous 13F +34,071 shares

    1.5% of the 13F portfolio, value $3,562,799.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -30,095 shares

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 30,095 shares
    Change vs previous 13F -2,392 shares

    1.53% of the 13F portfolio, value $3,519,888.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 32,487 shares
    Change vs previous 13F +365 shares

    1.61% of the 13F portfolio, value $3,465,074.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 32,122 shares
    Change vs previous 13F -33,553 shares

    1.68% of the 13F portfolio, value $3,550,021.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 65,675 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $7,109,266.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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