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Disclosery

Alpha Financial Partners LLC: IJR position timeline

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

Alpha Financial Partners LLC held 27,540 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,540 shares
    Change vs previous 13F -3,810 shares

    2.15% of the 13F portfolio, value $4,084,465.

    13F-HR 0001951757-26-001211 filed by Alpha Financial Partners 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 31,350 shares
    Change vs previous 13F -1,117 shares

    2.31% of the 13F portfolio, value $3,897,086.

    13F-HR 0001951757-26-000850 filed by Alpha Financial Partners 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 32,467 shares
    Change vs previous 13F -913 shares

    2.38% of the 13F portfolio, value $3,901,920.

    13F-HR 0001951757-26-000406 filed by Alpha Financial Partners 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 33,380 shares
    Change vs previous 13F +435 shares

    2.58% of the 13F portfolio, value $3,966,515.

    13F-HR 0001951757-25-001349 filed by Alpha Financial Partners 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 32,945 shares
    Change vs previous 13F -550 shares

    2.59% of the 13F portfolio, value $3,600,585.

    13F-HR 0001951757-25-000958 filed by Alpha Financial Partners 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 33,495 shares
    Change vs previous 13F -937 shares

    2.81% of the 13F portfolio, value $3,502,620.

    13F-HR 0001951757-25-000482 filed by Alpha Financial Partners 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 34,432 shares
    Change vs previous 13F +32,046 shares

    3.14% of the 13F portfolio, value $3,967,247.

    13F-HR 0001951757-25-000222 filed by Alpha Financial Partners 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 2,386 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $279,017.

    13F-HR 0001951757-24-001122 filed by Alpha Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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