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BOK Financial Private Wealth, Inc.: IJR position timeline

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

BOK Financial Private Wealth, Inc. held 147,821 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,821 shares
    Change vs previous 13F -6,378 shares

    1.12% of the 13F portfolio, value $21,923,385.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, 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 154,199 shares
    Change vs previous 13F -2,149 shares

    1.16% of the 13F portfolio, value $19,168,492.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, 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 156,348 shares
    Change vs previous 13F -8,649 shares

    1.15% of the 13F portfolio, value $18,789,913.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, 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 164,997 shares
    Change vs previous 13F -10,965 shares

    1.23% of the 13F portfolio, value $19,606,593.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, 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 175,962 shares
    Change vs previous 13F -3,313 shares

    1.28% of the 13F portfolio, value $19,230,879.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, 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 179,275 shares
    Change vs previous 13F -22,141 shares

    1.41% of the 13F portfolio, value $18,746,807.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, 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 201,416 shares
    Change vs previous 13F -17,866 shares

    1.69% of the 13F portfolio, value $23,207,161.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, 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 219,282 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $25,647,182.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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