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Disclosery

Evensky & Katz LLC: IJR position timeline

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

Evensky & Katz LLC held 733 IJR 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 733 shares
    Change vs previous 13F -282 shares

    0.01% of the 13F portfolio, value $109,000.

    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 1,015 shares
    Change vs previous 13F -453 shares

    0.01% of the 13F portfolio, value $126,000.

    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 1,468 shares
    Change vs previous 13F +538 shares

    0.01% of the 13F portfolio, value $176,000.

    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 930 shares
    Change vs previous 13F -137 shares

    0.01% of the 13F portfolio, value $110,000.

    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 1,067 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $117,000.

    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 1,173 shares
    Change vs previous 13F -381 shares

    0.01% of the 13F portfolio, value $123,000.

    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 1,554 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $179,000.

    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 1,206 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $141,000.

    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).