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Disclosery

WLTH Capital Management, LLC: IJR position timeline

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

WLTH Capital Management, LLC held 59,863 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,863 shares
    Change vs previous 13F -1,920 shares

    5.69% of the 13F portfolio, value $8,878,255.

    13F-HR 0001951757-26-000951 filed by WLTH Capital Management, 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/A 61,783 shares
    Change vs previous 13F +1,738 shares

    6.02% of the 13F portfolio, value $7,680,276.

    13F-HR/A 0001951757-26-000585 filed by WLTH Capital Management, 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 60,045 shares
    Change vs previous 13F not available

    6.08% of the 13F portfolio, value $7,862,887.

    13F-HR 0001951757-26-000486 filed by WLTH Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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