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Annapolis Financial Services, LLC: IJR position timeline

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

Annapolis Financial Services, LLC held 11,550 IJR shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 11,550 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,350,888.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 11,550 shares
    Change vs previous 13F -415 shares

    0.4% of the 13F portfolio, value $1,231,923.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 11,965 shares
    Change vs previous 13F -270 shares

    0.44% of the 13F portfolio, value $1,322,372.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 12,235 shares
    Change vs previous 13F -608 shares

    0.33% of the 13F portfolio, value $1,324,439.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 12,843 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,211,481.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 12,843 shares
    Change vs previous 13F -237 shares

    0.36% of the 13F portfolio, value $1,279,805.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 13,080 shares
    Change vs previous 13F +149 shares

    0.38% of the 13F portfolio, value $1,264,848.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 12,931 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,223,801.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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