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Disclosery

Breakwater Capital Group: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Breakwater Capital Group on IJR, newest first. How the timeline and the estimate are built.

Breakwater Capital Group held 28,513 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,513 shares
    Change vs previous 13F +320 shares

    0.46% of the 13F portfolio, value $3,878,880.

    13F-HR 0001085146-26-000831 filed by Breakwater Capital Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,193 shares
    Change vs previous 13F +534 shares

    0.5% of the 13F portfolio, value $4,181,329.

    13F-HR 0001964309-26-000003 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,659 shares
    Change vs previous 13F +1,028 shares

    0.46% of the 13F portfolio, value $3,438,311.

    13F-HR 0001964309-26-000002 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,631 shares
    Change vs previous 13F +602 shares

    0.45% of the 13F portfolio, value $3,200,534.

    13F-HR 0001964309-26-000001 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,029 shares
    Change vs previous 13F -841 shares

    0.46% of the 13F portfolio, value $3,093,046.

    13F-HR 0001964309-25-000004 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,870 shares
    Change vs previous 13F -67 shares

    0.48% of the 13F portfolio, value $2,936,641.

    13F-HR 0001085146-25-003623 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,937 shares
    Change vs previous 13F +888 shares

    0.5% of the 13F portfolio, value $2,816,820.

    13F-HR 0001085146-25-002021 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,049 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,001,385.

    13F-HR 0001085146-25-000156 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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