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DAVENPORT & Co LLC: IYJ position timeline

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

DAVENPORT & Co LLC held 10,723 IYJ 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 10,723 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $1,786,988.

    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 10,725 shares
    Change vs previous 13F -2,128 shares

    0.01% of the 13F portfolio, value $1,582,367.

    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 12,853 shares
    Change vs previous 13F -1,046 shares

    0.01% of the 13F portfolio, value $1,904,429.

    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 13,899 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $2,027,517.

    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 13,776 shares
    Change vs previous 13F +1,237 shares

    0.01% of the 13F portfolio, value $1,960,463.

    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 12,539 shares
    Change vs previous 13F -1,045 shares

    0.01% of the 13F portfolio, value $1,632,327.

    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 13,584 shares
    Change vs previous 13F -114 shares

    0.01% of the 13F portfolio, value $1,813,736.

    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 13,698 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,831,012.

    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).