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Disclosery

Broadview Financial Management, LLC: IJR position timeline

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

Broadview Financial Management, LLC held 9,665 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,665 shares
    Change vs previous 13F -166 shares

    0.88% of the 13F portfolio, value $1,433,357.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, 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 9,831 shares
    Change vs previous 13F +14 shares

    0.83% of the 13F portfolio, value $1,222,138.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, 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 9,817 shares
    Change vs previous 13F -44 shares

    0.79% of the 13F portfolio, value $1,179,756.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, 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 9,861 shares
    Change vs previous 13F -166 shares

    0.79% of the 13F portfolio, value $1,171,751.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, 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 10,027 shares
    Change vs previous 13F +102 shares

    0.74% of the 13F portfolio, value $1,095,860.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, 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 9,925 shares
    Change vs previous 13F +198 shares

    0.77% of the 13F portfolio, value $1,037,820.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 9,727 shares
    Change vs previous 13F -4,561 shares

    0.8% of the 13F portfolio, value $1,120,796.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, 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 14,288 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,671,074.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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