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Disclosery

Dorsey & Whitney Trust CO LLC: IJR position timeline

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

Dorsey & Whitney Trust CO LLC held 60,698 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,698 shares
    Change vs previous 13F +283 shares

    0.44% of the 13F portfolio, value $9,002,120.

    13F-HR 0001062993-26-004398 filed by Dorsey & Whitney Trust 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 60,415 shares
    Change vs previous 13F -3,981 shares

    0.41% of the 13F portfolio, value $7,510,188.

    13F-HR 0001062993-26-002606 filed by Dorsey & Whitney Trust 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 64,396 shares
    Change vs previous 13F -82 shares

    0.41% of the 13F portfolio, value $7,739,111.

    13F-HR 0001062993-26-000798 filed by Dorsey & Whitney Trust 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 64,478 shares
    Change vs previous 13F -1,054 shares

    0.4% of the 13F portfolio, value $7,661,922.

    13F-HR 0001062993-25-016736 filed by Dorsey & Whitney Trust 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 65,532 shares
    Change vs previous 13F -6,288 shares

    0.38% of the 13F portfolio, value $7,161,993.

    13F-HR 0001062993-25-014027 filed by Dorsey & Whitney Trust 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 71,820 shares
    Change vs previous 13F -4 shares

    0.43% of the 13F portfolio, value $7,510,218.

    13F-HR 0001062993-25-009319 filed by Dorsey & Whitney Trust 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 71,824 shares
    Change vs previous 13F +8,325 shares

    0.46% of the 13F portfolio, value $8,275,562.

    13F-HR 0001062993-25-001820 filed by Dorsey & Whitney Trust 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 63,499 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $7,426,843.

    13F-HR 0001062993-24-018838 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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