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Ascentis Wealth Management, LLC: IJR position timeline

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

Ascentis Wealth Management, LLC held 6,166 IJR shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,166 shares
    Change vs previous 13F -26,131 shares

    0.13% of the 13F portfolio, value $915,349.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 322 shares
    • Ascentis Wealth Management, LLC: 5,844 shares

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

  2. period ended2026-03-31
    13F 32,297 shares
    Change vs previous 13F +11,424 shares

    0.22% of the 13F portfolio, value $4,015,025.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 26,098 shares
    • Ascentis Wealth Management, LLC: 6,199 shares

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

  3. period ended2025-12-31
    13F 20,873 shares
    Change vs previous 13F -281 shares

    0.24% of the 13F portfolio, value $2,509,562.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,513 shares
    • Ascentis Wealth Management, LLC: 11,360 shares

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

  4. period ended2025-09-30
    13F 21,154 shares
    Change vs previous 13F +887 shares

    0.24% of the 13F portfolio, value $2,514,686.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,921 shares
    • Ascentis Wealth Management, LLC: 11,233 shares

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

  5. period ended2025-06-30
    13F 20,267 shares
    Change vs previous 13F -523 shares

    0.23% of the 13F portfolio, value $2,230,921.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,966 shares
    • Ascentis Wealth Management, LLC: 10,301 shares

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

  6. period ended2025-03-31
    13F 20,790 shares
    Change vs previous 13F +5,055 shares

    0.26% of the 13F portfolio, value $2,176,922.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,613 shares
    • Ascentis Wealth Management, LLC: 10,177 shares

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

  7. period ended2024-12-31
    13F 15,735 shares
    Change vs previous 13F -87 shares

    0.21% of the 13F portfolio, value $1,813,149.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,223 shares
    • Ascentis Wealth Management, LLC: 4,512 shares

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

  8. period ended2024-09-30
    13F/A 15,822 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,850,555.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,855 shares
    • Ascentis Wealth Management, LLC: 3,967 shares

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