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CERTUITY, LLC: IJR position timeline

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

CERTUITY, LLC held 141,083 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,083 shares
    Change vs previous 13F +17,284 shares

    1.03% of the 13F portfolio, value $20,923,960.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 123,799 shares
    Change vs previous 13F +49,269 shares

    1.01% of the 13F portfolio, value $15,389,418.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 74,530 shares
    Change vs previous 13F -4,234 shares

    0.56% of the 13F portfolio, value $8,957,039.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 78,764 shares
    Change vs previous 13F +6,046 shares

    0.64% of the 13F portfolio, value $9,359,584.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 72,718 shares
    Change vs previous 13F +312 shares

    0.75% of the 13F portfolio, value $7,947,350.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 72,406 shares
    Change vs previous 13F +8,790 shares

    0.79% of the 13F portfolio, value $7,571,494.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 63,616 shares
    Change vs previous 13F +11,714 shares

    0.8% of the 13F portfolio, value $7,329,844.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 51,902 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,070,506.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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