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Disclosery

Aspetuck Financial Management LLC: IJR position timeline

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

Aspetuck Financial Management LLC held 45,291 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 45,291 shares
    Change vs previous 13F +75 shares

    3.95% of the 13F portfolio, value $6,717,108.

    13F-HR 0002048608-26-000004 filed by Aspetuck Financial Management 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 45,216 shares
    Change vs previous 13F +890 shares

    3.85% of the 13F portfolio, value $5,620,800.

    13F-HR 0002048608-26-000002 filed by Aspetuck Financial Management 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 44,326 shares
    Change vs previous 13F -452 shares

    3.58% of the 13F portfolio, value $5,327,098.

    13F-HR 0002048608-26-000001 filed by Aspetuck Financial Management 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 44,778 shares
    Change vs previous 13F -141 shares

    3.64% of the 13F portfolio, value $5,320,970.

    13F-HR 0002048608-25-000006 filed by Aspetuck Financial Management 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 44,919 shares
    Change vs previous 13F -323 shares

    3.7% of the 13F portfolio, value $4,909,198.

    13F-HR 0002048608-25-000005 filed by Aspetuck Financial Management 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 45,242 shares
    Change vs previous 13F -3,469 shares

    4.07% of the 13F portfolio, value $4,730,956.

    13F-HR 0002048608-25-000003 filed by Aspetuck Financial Management 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 48,711 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $5,612,481.

    13F-HR 0002048608-25-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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