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Disclosery

Biltmore Family Office, LLC: IJR position timeline

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

Biltmore Family Office, LLC held 37,825 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,825 shares
    Change vs previous 13F -3,104 shares

    0.74% of the 13F portfolio, value $5,609,824.

    13F-HR 0001398344-26-014190 filed by Biltmore Family Office, 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 40,929 shares
    Change vs previous 13F +10,148 shares

    0.71% of the 13F portfolio, value $5,087,907.

    13F-HR 0001398344-26-008905 filed by Biltmore Family Office, 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 30,781 shares
    Change vs previous 13F +223 shares

    0.51% of the 13F portfolio, value $3,699,259.

    13F-HR 0001398344-26-002220 filed by Biltmore Family Office, 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 30,558 shares
    Change vs previous 13F -725 shares

    0.52% of the 13F portfolio, value $3,631,205.

    13F-HR 0001398344-25-020082 filed by Biltmore Family Office, 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 31,283 shares
    Change vs previous 13F -214 shares

    0.58% of the 13F portfolio, value $3,418,917.

    13F-HR 0001398344-25-014333 filed by Biltmore Family Office, 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 31,497 shares
    Change vs previous 13F -511 shares

    0.56% of the 13F portfolio, value $3,293,640.

    13F-HR 0001398344-25-009213 filed by Biltmore Family Office, 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 32,008 shares
    Change vs previous 13F -8,553 shares

    0.62% of the 13F portfolio, value $3,687,960.

    13F-HR 0001398344-25-002568 filed by Biltmore Family Office, 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 40,561 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $4,743,974.

    13F-HR 0001398344-24-020429 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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