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Atlas Legacy Advisors, LLC: IJR position timeline

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

Atlas Legacy Advisors, LLC held 58,894 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,894 shares
    Change vs previous 13F +1,351 shares

    1.29% of the 13F portfolio, value $8,729,937.

    13F-HR 0002054111-26-000004 filed by Atlas Legacy Advisors, 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 57,543 shares
    Change vs previous 13F +3,727 shares

    1.31% of the 13F portfolio, value $7,161,507.

    13F-HR 0002054111-26-000003 filed by Atlas Legacy Advisors, 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 53,816 shares
    Change vs previous 13F +1,981 shares

    1.14% of the 13F portfolio, value $6,467,138.

    13F-HR 0002054111-26-000001 filed by Atlas Legacy Advisors, 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 51,835 shares
    Change vs previous 13F -3,330 shares

    1.19% of the 13F portfolio, value $6,159,284.

    13F-HR 0002054111-25-000006 filed by Atlas Legacy Advisors, 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 55,165 shares
    Change vs previous 13F -8,959 shares

    1.33% of the 13F portfolio, value $6,027,947.

    13F-HR 0002054111-25-000005 filed by Atlas Legacy Advisors, 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 64,124 shares
    Change vs previous 13F -60,129 shares

    1.7% of the 13F portfolio, value $6,706,141.

    13F-HR 0002054111-25-000003 filed by Atlas Legacy Advisors, 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 124,253 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $14,316,431.

    13F-HR 0002054111-25-000002 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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