Skip to content
Disclosery

CBM Financial, LLC: IJR position timeline

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

CBM Financial, LLC held 51,351 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,351 shares
    Change vs previous 13F +529 shares

    4.46% of the 13F portfolio, value $7,498,284.

    13F-HR 0001986152-26-000117 filed by CBM Financial, 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 50,822 shares
    Change vs previous 13F +3,237 shares

    4.32% of the 13F portfolio, value $6,919,473.

    13F-HR 0001986152-26-000084 filed by CBM Financial, 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 47,585 shares
    Change vs previous 13F +3,031 shares

    4.24% of the 13F portfolio, value $6,242,230.

    13F-HR 0001986152-26-000045 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 44,554 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $4,796,706.

    13F-HR 0001986152-25-000048 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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