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Bristlecone Advisors, LLC: IJR position timeline

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

Bristlecone Advisors, LLC held 163,270 IJR shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 163,270 shares
    Change vs previous 13F +7,996 shares

    1.62% of the 13F portfolio, value $19,401,363.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 155,274 shares
    Change vs previous 13F +2,911 shares

    1.43% of the 13F portfolio, value $16,969,862.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 152,363 shares
    Change vs previous 13F +3,908 shares

    1.3% of the 13F portfolio, value $15,932,619.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 148,455 shares
    Change vs previous 13F +2,524 shares

    1.34% of the 13F portfolio, value $17,104,975.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 145,931 shares
    Change vs previous 13F +4,264 shares

    1.37% of the 13F portfolio, value $17,068,051.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 141,667 shares
    Change vs previous 13F +1,914 shares

    1.29% of the 13F portfolio, value $15,110,194.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 139,753 shares
    Change vs previous 13F +36,508 shares

    1.36% of the 13F portfolio, value $15,445,488.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 103,245 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $11,176,259.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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