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Disclosery

COFG Advisors, LLC: IJR position timeline

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

COFG Advisors, LLC held 10,649 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,649 shares
    Change vs previous 13F +3,720 shares

    0.27% of the 13F portfolio, value $1,579,419.

    13F-HR 0001951757-26-001267 filed by COFG 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 6,929 shares
    Change vs previous 13F +1,360 shares

    0.21% of the 13F portfolio, value $861,321.

    13F-HR 0001951757-26-000816 filed by COFG 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 5,569 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $669,337.

    13F-HR 0001951757-26-000404 filed by COFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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