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Disclosery

Davies Financial Advisors, Inc.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davies Financial Advisors, Inc. on IJR, newest first. How the timeline and the estimate are built.

Davies Financial Advisors, Inc. held 0 IJR shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,043 shares

    13F-HR 0002020296-26-000002 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,043 shares
    Change vs previous 13F -6,516 shares

    0.9% of the 13F portfolio, value $485,916.

    13F-HR 0002020296-26-000001 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,559 shares
    Change vs previous 13F -292 shares

    1.02% of the 13F portfolio, value $1,254,691.

    13F-HR 0002020296-25-000002 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,851 shares
    Change vs previous 13F -1,699 shares

    0.92% of the 13F portfolio, value $1,185,883.

    13F-HR 0001085146-25-004719 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,550 shares
    Change vs previous 13F +758 shares

    1.12% of the 13F portfolio, value $1,312,293.

    13F-HR 0001085146-25-002221 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,792 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,358,659.

    13F-HR 0001085146-25-000296 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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