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AUA CAPITAL MANAGEMENT, LLC: IJR position timeline

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

AUA CAPITAL MANAGEMENT, LLC held 19,397 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,397 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $2,876,769.

    13F-HR 0001706915-26-000003 filed by AUA CAPITAL 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 19,397 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $2,411,241.

    13F-HR 0001706915-26-000002 filed by AUA CAPITAL 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 19,397 shares
    Change vs previous 13F +5,279 shares

    1.17% of the 13F portfolio, value $2,331,131.

    13F-HR 0001706915-26-000001 filed by AUA CAPITAL 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 14,118 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,677,642.

    13F-HR 0001706915-25-000003 filed by AUA CAPITAL 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 14,118 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,542,956.

    13F-HR 0001085146-25-003715 filed by AUA CAPITAL 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 14,118 shares
    Change vs previous 13F -275 shares

    0.96% of the 13F portfolio, value $1,476,319.

    13F-HR 0001085146-25-001949 filed by AUA CAPITAL 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 14,393 shares
    Change vs previous 13F -5,278 shares

    1.06% of the 13F portfolio, value $1,658,419.

    13F-HR 0001085146-25-000500 filed by AUA CAPITAL MANAGEMENT, 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 19,671 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,300,740.

    13F-HR 0001085146-24-004935 filed by AUA CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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