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Disclosery

Affiance Financial, LLC: IJR position timeline

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

Affiance Financial, LLC held 45,380 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,380 shares
    Change vs previous 13F +2,373 shares

    0.97% of the 13F portfolio, value $6,730,333.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 43,007 shares
    Change vs previous 13F +5,729 shares

    0.87% of the 13F portfolio, value $5,346,200.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 37,278 shares
    Change vs previous 13F +3,087 shares

    0.72% of the 13F portfolio, value $4,480,070.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 34,191 shares
    Change vs previous 13F +1,802 shares

    0.74% of the 13F portfolio, value $4,062,917.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 32,389 shares
    Change vs previous 13F +1,752 shares

    0.72% of the 13F portfolio, value $3,539,826.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 30,637 shares
    Change vs previous 13F -1,383 shares

    0.75% of the 13F portfolio, value $3,203,742.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 32,020 shares
    Change vs previous 13F -24 shares

    0.88% of the 13F portfolio, value $3,689,378.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 32,044 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,747,868.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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