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BLUE SQUARE ASSET MANAGEMENT, LLC: IJR position timeline

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

BLUE SQUARE ASSET MANAGEMENT, LLC held 122,891 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,891 shares
    Change vs previous 13F +1,461 shares

    7.38% of the 13F portfolio, value $18,225,964.

    13F-HR 0001769578-26-000007 filed by BLUE SQUARE ASSET 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 121,430 shares
    Change vs previous 13F +225 shares

    7.17% of the 13F portfolio, value $15,094,963.

    13F-HR 0001769578-26-000005 filed by BLUE SQUARE ASSET 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 121,205 shares
    Change vs previous 13F +61,880 shares

    6.47% of the 13F portfolio, value $14,566,417.

    13F-HR 0001769578-26-000002 filed by BLUE SQUARE ASSET 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 59,325 shares
    Change vs previous 13F +26,208 shares

    3.07% of the 13F portfolio, value $7,049,590.

    13F-HR 0001769578-25-000012 filed by BLUE SQUARE ASSET 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 33,117 shares
    Change vs previous 13F -65,894 shares

    1.69% of the 13F portfolio, value $3,619,357.

    13F-HR 0001769578-25-000007 filed by BLUE SQUARE ASSET 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 99,011 shares
    Change vs previous 13F -35,872 shares

    5.57% of the 13F portfolio, value $10,353,580.

    13F-HR 0001769578-25-000004 filed by BLUE SQUARE ASSET 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 134,883 shares
    Change vs previous 13F +2,753 shares

    7.75% of the 13F portfolio, value $15,541,219.

    13F-HR 0001769578-25-000002 filed by BLUE SQUARE ASSET 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 132,130 shares
    Change vs previous 13F not available

    8.3% of the 13F portfolio, value $15,453,925.

    13F-HR 0001769578-24-000007 filed by BLUE SQUARE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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