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Disclosery

Concord Wealth Partners: IJR position timeline

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

Concord Wealth Partners held 2,197 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,197 shares
    Change vs previous 13F -66 shares

    0.04% of the 13F portfolio, value $325,776.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 2,263 shares
    Change vs previous 13F -42 shares

    0.04% of the 13F portfolio, value $281,318.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    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 2,305 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $277,042.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 2,303 shares
    Change vs previous 13F -4,219 shares

    0.04% of the 13F portfolio, value $273,648.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,303 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 6,522 shares
    Change vs previous 13F +3,201 shares

    0.05% of the 13F portfolio, value $712,784.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,261 shares
    • Concord Asset Management, LLC/VA: 3,261 shares

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

  6. period ended2025-03-31
    13F 3,321 shares
    Change vs previous 13F -109 shares

    0.06% of the 13F portfolio, value $347,308.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    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 3,430 shares
    Change vs previous 13F -318 shares

    0.06% of the 13F portfolio, value $395,194.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 3,748 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $438,417.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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