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Disclosery

Evensky & Katz LLC: IJJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on IJJ, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 329,371 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 329,371 shares
    Change vs previous 13F -5,812 shares

    2.51% of the 13F portfolio, value $48,658,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 335,183 shares
    Change vs previous 13F -10,710 shares

    2.53% of the 13F portfolio, value $44,412,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 345,893 shares
    Change vs previous 13F +16 shares

    2.57% of the 13F portfolio, value $45,516,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 345,877 shares
    Change vs previous 13F -107,062 shares

    2.6% of the 13F portfolio, value $44,867,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 452,939 shares
    Change vs previous 13F -139,260 shares

    3.42% of the 13F portfolio, value $55,974,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 592,199 shares
    Change vs previous 13F -44,565 shares

    4.76% of the 13F portfolio, value $70,904,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 636,764 shares
    Change vs previous 13F -2,376 shares

    5.21% of the 13F portfolio, value $79,570,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 639,140 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $79,011,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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