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Disclosery

WP Advisors, LLC: IJR position timeline

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

WP Advisors, LLC held 13,775 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,775 shares
    Change vs previous 13F +41 shares

    0.49% of the 13F portfolio, value $2,042,996.

    13F-HR 0001172661-26-002906 filed by WP 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 13,734 shares
    Change vs previous 13F +55 shares

    0.44% of the 13F portfolio, value $1,707,217.

    13F-HR 0001172661-26-001595 filed by WP 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 13,679 shares
    Change vs previous 13F -31 shares

    0.41% of the 13F portfolio, value $1,643,912.

    13F-HR 0001172661-26-000361 filed by WP 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 13,710 shares
    Change vs previous 13F +50 shares

    0.41% of the 13F portfolio, value $1,629,176.

    13F-HR 0001172661-25-004384 filed by WP 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 13,660 shares
    Change vs previous 13F +50 shares

    0.41% of the 13F portfolio, value $1,492,854.

    13F-HR 0001172661-25-002966 filed by WP 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 13,610 shares
    Change vs previous 13F +42 shares

    0.47% of the 13F portfolio, value $1,423,201.

    13F-HR 0001172661-25-001703 filed by WP 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 13,568 shares
    Change vs previous 13F +132 shares

    0.52% of the 13F portfolio, value $1,563,354.

    13F-HR 0001172661-25-000469 filed by WP 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 13,436 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,571,497.

    13F-HR 0001172661-24-004505 filed by WP Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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