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Bedel Financial Consulting, Inc.: IJUL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bedel Financial Consulting, Inc. on IJUL, newest first. How the timeline and the estimate are built.

Bedel Financial Consulting, Inc. held 85,469 IJUL 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 85,469 shares
    Change vs previous 13F +3,845 shares

    0.29% of the 13F portfolio, value $3,074,320.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 81,624 shares
    Change vs previous 13F -682 shares

    0.32% of the 13F portfolio, value $2,754,818.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 82,306 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,757,901.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    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 82,306 shares
    Change vs previous 13F +472 shares

    0.34% of the 13F portfolio, value $2,690,237.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    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 81,834 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,613,778.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    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 81,834 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,486,436.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    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 81,834 shares
    Change vs previous 13F -1,439 shares

    0.33% of the 13F portfolio, value $2,342,621.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    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 83,273 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,448,751.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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