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Disclosery

BridgePort Financial Solutions, LLC: IJR position timeline

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

BridgePort Financial Solutions, LLC held 21,857 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,857 shares
    Change vs previous 13F +234 shares

    0.83% of the 13F portfolio, value $3,241,626.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 21,623 shares
    Change vs previous 13F -962 shares

    0.76% of the 13F portfolio, value $2,687,971.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 22,585 shares
    Change vs previous 13F -453 shares

    0.73% of the 13F portfolio, value $2,714,304.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 23,038 shares
    Change vs previous 13F +1,759 shares

    0.74% of the 13F portfolio, value $2,737,661.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 21,279 shares
    Change vs previous 13F +1,222 shares

    0.77% of the 13F portfolio, value $2,325,583.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 20,057 shares
    Change vs previous 13F +3,092 shares

    0.95% of the 13F portfolio, value $2,097,383.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 16,965 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,880,372.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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