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Disclosery

Daniels&Tansey,LLP: IJR position timeline

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

Daniels&Tansey,LLP held 77,322 IJR shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 77,322 shares
    Change vs previous 13F -114,412 shares

    1.34% of the 13F portfolio, value $3,880,017.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 191,734 shares
    Change vs previous 13F +346 shares

    6.34% of the 13F portfolio, value $19,106,377.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 191,388 shares
    Change vs previous 13F +1,051 shares

    6.35% of the 13F portfolio, value $18,507,256.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 190,337 shares
    Change vs previous 13F -865 shares

    6.9% of the 13F portfolio, value $18,013,520.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 191,202 shares
    Change vs previous 13F -2,441 shares

    6.92% of the 13F portfolio, value $16,670,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 193,643 shares
    Change vs previous 13F +1,321 shares

    6.96% of the 13F portfolio, value $17,894,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 192,322 shares
    Change vs previous 13F +6,985 shares

    7.01% of the 13F portfolio, value $20,747,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 185,337 shares
    Change vs previous 13F not available

    6.56% of the 13F portfolio, value $21,223,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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