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Disclosery

ADE, LLC: IJR position timeline

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

ADE, LLC held 6,323 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,323 shares
    Change vs previous 13F -7 shares

    0.4% of the 13F portfolio, value $937,733.

    13F-HR 0001845950-26-000005 filed by ADE, 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 6,330 shares
    Change vs previous 13F -12 shares

    0.38% of the 13F portfolio, value $786,931.

    13F-HR 0001845950-26-000004 filed by ADE, 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 6,342 shares
    Change vs previous 13F -20 shares

    0.37% of the 13F portfolio, value $762,171.

    13F-HR 0001845950-26-000002 filed by ADE, 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 6,362 shares
    Change vs previous 13F -1,693 shares

    0.38% of the 13F portfolio, value $755,980.

    13F-HR 0001845950-25-000003 filed by ADE, 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 8,055 shares
    Change vs previous 13F -1,311 shares

    0.47% of the 13F portfolio, value $880,293.

    13F-HR 0001085146-25-004844 filed by ADE, 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 9,366 shares
    Change vs previous 13F +103 shares

    0.56% of the 13F portfolio, value $979,401.

    13F-HR 0001085146-25-002514 filed by ADE, 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 9,263 shares
    Change vs previous 13F +175 shares

    0.66% of the 13F portfolio, value $1,067,243.

    13F-HR 0001085146-25-000298 filed by ADE, 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 9,088 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,062,869.

    13F-HR 0001085146-24-005171 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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