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Disclosery

COURIER CAPITAL LLC: IJR position timeline

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

COURIER CAPITAL LLC held 224,209 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 224,209 shares
    Change vs previous 13F +12,350 shares

    1.66% of the 13F portfolio, value $33,252,457.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 211,859 shares
    Change vs previous 13F +45,632 shares

    1.47% of the 13F portfolio, value $26,336,238.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 166,227 shares
    Change vs previous 13F +3,907 shares

    1.12% of the 13F portfolio, value $19,977,185.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 162,320 shares
    Change vs previous 13F +5,075 shares

    1.11% of the 13F portfolio, value $19,288,543.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 157,245 shares
    Change vs previous 13F +7,575 shares

    1.04% of the 13F portfolio, value $17,185,370.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 149,670 shares
    Change vs previous 13F +37,967 shares

    1.02% of the 13F portfolio, value $15,651,026.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 111,703 shares
    Change vs previous 13F +6,924 shares

    0.89% of the 13F portfolio, value $12,870,399.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 104,779 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $12,254,987.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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