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Disclosery

ERn Financial, LLC: IJR position timeline

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

ERn Financial, LLC held 41,653 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,653 shares
    Change vs previous 13F +260 shares

    1.02% of the 13F portfolio, value $6,177,491.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 41,393 shares
    Change vs previous 13F -3,600 shares

    0.97% of the 13F portfolio, value $5,145,573.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 44,993 shares
    Change vs previous 13F +588 shares

    1.02% of the 13F portfolio, value $5,407,297.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 44,405 shares
    Change vs previous 13F -4,364 shares

    1.04% of the 13F portfolio, value $5,276,644.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 48,769 shares
    Change vs previous 13F -1,298 shares

    1.12% of the 13F portfolio, value $5,329,966.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 50,067 shares
    Change vs previous 13F -4,726 shares

    0.83% of the 13F portfolio, value $5,235,507.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 54,793 shares
    Change vs previous 13F +636 shares

    0.95% of the 13F portfolio, value $6,313,231.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 54,157 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $6,334,197.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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