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Certified Advisory Corp: IJR position timeline

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

Certified Advisory Corp held 48,339 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,339 shares
    Change vs previous 13F -4,074 shares

    0.58% of the 13F portfolio, value $7,169,117.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 52,413 shares
    Change vs previous 13F -1,302 shares

    0.58% of the 13F portfolio, value $6,515,505.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 53,715 shares
    Change vs previous 13F -776 shares

    0.59% of the 13F portfolio, value $6,455,482.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 54,491 shares
    Change vs previous 13F -262 shares

    0.61% of the 13F portfolio, value $6,475,195.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 54,753 shares
    Change vs previous 13F -2,183 shares

    0.62% of the 13F portfolio, value $5,983,973.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 56,936 shares
    Change vs previous 13F -23,227 shares

    0.67% of the 13F portfolio, value $5,953,798.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 80,163 shares
    Change vs previous 13F +223 shares

    1% of the 13F portfolio, value $9,236,425.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 79,940 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $9,349,740.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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