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DONALDSON CAPITAL MANAGEMENT, LLC: IJR position timeline

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

DONALDSON CAPITAL MANAGEMENT, LLC held 36,629 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,629 shares
    Change vs previous 13F +741 shares

    0.16% of the 13F portfolio, value $5,432,380.

    13F-HR 0001487438-26-000004 filed by DONALDSON CAPITAL MANAGEMENT, 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 35,888 shares
    Change vs previous 13F +1,077 shares

    0.14% of the 13F portfolio, value $4,461,295.

    13F-HR 0001487438-26-000003 filed by DONALDSON CAPITAL MANAGEMENT, 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 34,811 shares
    Change vs previous 13F +79 shares

    0.13% of the 13F portfolio, value $4,183,626.

    13F-HR 0001487438-26-000001 filed by DONALDSON CAPITAL MANAGEMENT, 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 34,732 shares
    Change vs previous 13F +146 shares

    0.13% of the 13F portfolio, value $4,127,199.

    13F-HR 0001487438-25-000005 filed by DONALDSON CAPITAL MANAGEMENT, 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 34,586 shares
    Change vs previous 13F -6,062 shares

    0.14% of the 13F portfolio, value $3,779,851.

    13F-HR 0001487438-25-000004 filed by DONALDSON CAPITAL MANAGEMENT, 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 40,648 shares
    Change vs previous 13F +25,065 shares

    0.16% of the 13F portfolio, value $4,250,580.

    13F-HR 0001487438-25-000001 filed by DONALDSON CAPITAL MANAGEMENT, 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 15,583 shares
    Change vs previous 13F +2,605 shares

    0.07% of the 13F portfolio, value $1,795,436.

    13F-HR 0002035219-25-000003 filed by DONALDSON CAPITAL MANAGEMENT, 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 12,978 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,517,861.

    13F-HR 0001487438-24-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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