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Disclosery

Ellenbecker Investment Group: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellenbecker Investment Group on IJR, newest first. How the timeline and the estimate are built.

Ellenbecker Investment Group held 66,424 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,424 shares
    Change vs previous 13F -1,295 shares

    1.15% of the 13F portfolio, value $9,851,477.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 67,719 shares
    Change vs previous 13F -272 shares

    1.13% of the 13F portfolio, value $8,418,242.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 67,991 shares
    Change vs previous 13F -3,446 shares

    1.14% of the 13F portfolio, value $8,171,188.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 71,437 shares
    Change vs previous 13F -3,153 shares

    1.25% of the 13F portfolio, value $8,488,888.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 74,590 shares
    Change vs previous 13F -3,564 shares

    1.32% of the 13F portfolio, value $8,151,967.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 78,154 shares
    Change vs previous 13F -29,152 shares

    1.47% of the 13F portfolio, value $8,172,579.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 107,306 shares
    Change vs previous 13F -21,387 shares

    2.21% of the 13F portfolio, value $12,363,887.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 128,693 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $15,051,980.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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