Antonelli Financial Advisors, LLC: IJR position timeline

Antonelli Financial Advisors, LLC held 0 IJR shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,904 shares

   13F-HR 0002055364-26-000002 filed by Antonelli Financial Advisors, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 1,904 shares

   Change vs previous 13F -434 shares

   0.15% of the 13F portfolio, value $226,240.

   13F-HR 0002055364-25-000004 filed by Antonelli Financial Advisors, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 2,338 shares

   Change vs previous 13F -4,452 shares

   0.18% of the 13F portfolio, value $255,508.

   13F-HR 0001667731-25-000938 filed by Antonelli Financial Advisors, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 6,790 shares

   Change vs previous 13F -32,431 shares

   0.57% of the 13F portfolio, value $710,020.

   13F-HR 0001667731-25-000484 filed by Antonelli Financial Advisors, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 39,221 shares

   Change vs previous 13F not available

   3.82% of the 13F portfolio, value $4,519,062.

   13F-HR 0001667731-25-000237 filed by Antonelli Financial Advisors, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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