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Disclosery

Canopy Partners, LLC: IJR position timeline

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

Canopy Partners, LLC held 32,624 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,624 shares
    Change vs previous 13F -508 shares

    1.46% of the 13F portfolio, value $4,838,465.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 33,132 shares
    Change vs previous 13F -535 shares

    1.41% of the 13F portfolio, value $4,118,639.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 33,667 shares
    Change vs previous 13F -200 shares

    1.32% of the 13F portfolio, value $4,046,100.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 33,867 shares
    Change vs previous 13F -190 shares

    1.34% of the 13F portfolio, value $4,024,416.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 34,057 shares
    Change vs previous 13F -364 shares

    1.37% of the 13F portfolio, value $3,722,090.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 34,421 shares
    Change vs previous 13F -989 shares

    1.4% of the 13F portfolio, value $3,599,404.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 35,410 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $4,079,940.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 35,410 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $4,141,554.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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