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Disclosery

Brightwater Advisory LLC: IJJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brightwater Advisory LLC on IJJ, newest first. How the timeline and the estimate are built.

Brightwater Advisory LLC held 32,195 IJJ 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 32,195 shares
    Change vs previous 13F -66 shares

    3.01% of the 13F portfolio, value $4,756,147.

    13F-HR 0002034566-26-000003 filed by Brightwater Advisory 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 32,261 shares
    Change vs previous 13F -728 shares

    2.83% of the 13F portfolio, value $4,274,545.

    13F-HR 0002034566-26-000002 filed by Brightwater Advisory 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 32,989 shares
    Change vs previous 13F -76 shares

    2.93% of the 13F portfolio, value $4,341,011.

    13F-HR 0002034566-26-000001 filed by Brightwater Advisory 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 33,065 shares
    Change vs previous 13F -337 shares

    2.95% of the 13F portfolio, value $4,289,252.

    13F-HR 0002034566-25-000008 filed by Brightwater Advisory 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/A 33,402 shares
    Change vs previous 13F -212 shares

    2.97% of the 13F portfolio, value $4,127,819.

    13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory 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/A 33,614 shares
    Change vs previous 13F -31 shares

    3.18% of the 13F portfolio, value $4,024,604.

    13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory 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 33,645 shares
    Change vs previous 13F -151 shares

    3.3% of the 13F portfolio, value $4,204,279.

    13F-HR 0002034566-25-000001 filed by Brightwater Advisory 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 33,796 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $4,177,862.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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