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Disclosery

ESL Trust Services, LLC: IJR position timeline

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

ESL Trust Services, LLC held 171,804 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,804 shares
    Change vs previous 13F +286 shares

    4.34% of the 13F portfolio, value $25,480,250.

    13F-HR 0001785545-26-000008 filed by ESL Trust Services, 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 171,518 shares
    Change vs previous 13F +1,064 shares

    4.07% of the 13F portfolio, value $21,321,402.

    13F-HR 0001785545-26-000005 filed by ESL Trust Services, 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 170,454 shares
    Change vs previous 13F -43,024 shares

    3.93% of the 13F portfolio, value $20,485,163.

    13F-HR 0001785545-26-000002 filed by ESL Trust Services, 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 213,478 shares
    Change vs previous 13F -5,960 shares

    4.98% of the 13F portfolio, value $25,367,594.

    13F-HR 0001785545-25-000009 filed by ESL Trust Services, 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 219,438 shares
    Change vs previous 13F +18,955 shares

    4.9% of the 13F portfolio, value $23,982,385.

    13F-HR 0001785545-25-000005 filed by ESL Trust Services, 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 200,483 shares
    Change vs previous 13F -764 shares

    4.73% of the 13F portfolio, value $20,964,515.

    13F-HR 0001785545-25-000002 filed by ESL Trust Services, 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 201,247 shares
    Change vs previous 13F +213 shares

    5.17% of the 13F portfolio, value $23,187,688.

    13F-HR 0001785545-25-000001 filed by ESL Trust Services, 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 201,034 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $23,512,937.

    13F-HR 0001785545-24-000006 filed by ESL Trust Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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