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CAPE ANN SAVINGS BANK: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on IJR, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 40,069 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,069 shares
    Change vs previous 13F -2,478 shares

    2.8% of the 13F portfolio, value $5,942,633.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 42,547 shares
    Change vs previous 13F +10,512 shares

    2.66% of the 13F portfolio, value $5,289,018.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 32,035 shares
    Change vs previous 13F -95 shares

    1.98% of the 13F portfolio, value $3,849,966.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 32,130 shares
    Change vs previous 13F -2,122 shares

    2.04% of the 13F portfolio, value $3,818,008.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 34,252 shares
    Change vs previous 13F -4,075 shares

    2.24% of the 13F portfolio, value $3,743,401.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 38,327 shares
    Change vs previous 13F -3,643 shares

    2.51% of the 13F portfolio, value $4,007,854.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 41,970 shares
    Change vs previous 13F -1,528 shares

    2.85% of the 13F portfolio, value $4,835,783.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 43,498 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $5,087,526.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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