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Wiser Wealth Management, Inc: IJR position timeline

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

Wiser Wealth Management, Inc held 26,953 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,953 shares
    Change vs previous 13F -433 shares

    0.76% of the 13F portfolio, value $3,997,359.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, Inc
    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 27,386 shares
    Change vs previous 13F -641 shares

    0.73% of the 13F portfolio, value $3,404,298.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 28,027 shares
    Change vs previous 13F +695 shares

    0.75% of the 13F portfolio, value $3,368,316.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, Inc
    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 27,332 shares
    Change vs previous 13F -446 shares

    0.74% of the 13F portfolio, value $3,247,812.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, Inc
    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 27,778 shares
    Change vs previous 13F +3,366 shares

    0.76% of the 13F portfolio, value $3,035,859.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, Inc
    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 24,412 shares
    Change vs previous 13F +1,818 shares

    0.72% of the 13F portfolio, value $2,552,767.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,594 shares
    Change vs previous 13F +719 shares

    0.73% of the 13F portfolio, value $2,603,285.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, Inc
    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 21,875 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,558,471.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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