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Disclosery

Clearstead Advisors, LLC: IJR position timeline

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

Clearstead Advisors, LLC held 496,435 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 496,435 shares
    Change vs previous 13F +5,091 shares

    0.7% of the 13F portfolio, value $73,626,274.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 491,344 shares
    Change vs previous 13F -50 shares

    0.56% of the 13F portfolio, value $61,078,896.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 491,394 shares
    Change vs previous 13F -11,050 shares

    0.75% of the 13F portfolio, value $59,055,754.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 502,444 shares
    Change vs previous 13F +35,015 shares

    0.87% of the 13F portfolio, value $59,705,488.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 467,429 shares
    Change vs previous 13F -51,103 shares

    0.72% of the 13F portfolio, value $51,085,314.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 518,532 shares
    Change vs previous 13F +23,653 shares

    0.84% of the 13F portfolio, value $54,222,848.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 494,879 shares
    Change vs previous 13F +16,265 shares

    0.87% of the 13F portfolio, value $57,019,965.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 478,614 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $55,978,774.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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