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Disclosery

Woodside Wealth Management LLC: IJR position timeline

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

Woodside Wealth Management LLC held 22,741 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,741 shares
    Change vs previous 13F +331 shares

    2.35% of the 13F portfolio, value $3,372,736.

    13F-HR 0001214659-26-008869 filed by Woodside Wealth 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 22,410 shares
    Change vs previous 13F -951 shares

    2.18% of the 13F portfolio, value $2,785,787.

    13F-HR 0001214659-26-004566 filed by Woodside Wealth 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 23,361 shares
    Change vs previous 13F +137 shares

    2.1% of the 13F portfolio, value $2,807,525.

    13F-HR 0002064883-26-000001 filed by Woodside Wealth Management 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 23,224 shares
    Change vs previous 13F +82 shares

    2.18% of the 13F portfolio, value $2,759,708.

    13F-HR 0002064883-25-000003 filed by Woodside Wealth Management 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 23,142 shares
    Change vs previous 13F -46 shares

    2.18% of the 13F portfolio, value $2,529,189.

    13F-HR 0002064883-25-000002 filed by Woodside Wealth Management 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 23,188 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $2,424,769.

    13F-HR 0002064883-25-000001 filed by Woodside Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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