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Disclosery

BURKETT FINANCIAL SERVICES, LLC: IJR position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 83,567 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 83,567 shares
    Change vs previous 13F +3,072 shares

    3.43% of the 13F portfolio, value $11,368,490.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 80,495 shares
    Change vs previous 13F -1,669 shares

    3.74% of the 13F portfolio, value $11,938,237.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    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 82,164 shares
    Change vs previous 13F -381 shares

    3.5% of the 13F portfolio, value $10,213,859.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 82,545 shares
    Change vs previous 13F +990 shares

    3.39% of the 13F portfolio, value $9,920,291.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 81,555 shares
    Change vs previous 13F +2,991 shares

    3.34% of the 13F portfolio, value $9,691,143.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 78,564 shares
    Change vs previous 13F +8,894 shares

    3.09% of the 13F portfolio, value $8,586,261.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    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 69,670 shares
    Change vs previous 13F +2,889 shares

    2.97% of the 13F portfolio, value $7,285,358.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 66,781 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $7,694,523.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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