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Disclosery

DAVENPORT & Co LLC: IJR position timeline

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

DAVENPORT & Co LLC held 111,038 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,038 shares
    Change vs previous 13F +2,635 shares

    0.08% of the 13F portfolio, value $16,468,100.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 108,403 shares
    Change vs previous 13F +4,583 shares

    0.07% of the 13F portfolio, value $13,475,544.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 103,820 shares
    Change vs previous 13F +24,162 shares

    0.07% of the 13F portfolio, value $12,477,037.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 79,658 shares
    Change vs previous 13F +4,248 shares

    0.05% of the 13F portfolio, value $9,465,811.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 75,410 shares
    Change vs previous 13F +3,137 shares

    0.05% of the 13F portfolio, value $8,241,567.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 72,273 shares
    Change vs previous 13F +2,547 shares

    0.04% of the 13F portfolio, value $7,557,549.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 69,726 shares
    Change vs previous 13F +4,288 shares

    0.05% of the 13F portfolio, value $8,033,836.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 65,438 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,653,615.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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