D.B. Root & Company, LLC: IJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.B. Root & Company, LLC on IJR, newest first. How the timeline and the estimate are built.
D.B. Root & Company, LLC held 2,490 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,490 sharesChange vs previous 13F +2 shares
0.08% of the 13F portfolio, value $369,302.
13F-HR 0001731717-26-000003 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,488 sharesChange vs previous 13F -218 shares
0.07% of the 13F portfolio, value $309,335.
13F-HR 0001731717-26-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,706 sharesChange vs previous 13F -460 shares
0.08% of the 13F portfolio, value $325,239.
13F-HR 0001731717-26-000001 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,166 sharesChange vs previous 13F +876 shares
0.1% of the 13F portfolio, value $376,224.
13F-HR 0001731717-25-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,290 sharesChange vs previous 13F -166 shares
0.07% of the 13F portfolio, value $250,291.
13F-HR 0001172661-25-002672 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,456 sharesChange vs previous 13F -123 shares
0.08% of the 13F portfolio, value $256,806.
13F-HR 0001172661-25-001837 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,579 sharesChange vs previous 13F -301 shares
0.09% of the 13F portfolio, value $297,156.
13F-HR 0001172661-25-000250 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,880 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $336,862.
13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).