Evensky & Katz LLC: IJS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on IJS, newest first. How the timeline and the estimate are built.
Evensky & Katz LLC held 28,481 IJS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 28,481 sharesChange vs previous 13F -832 shares
0.2% of the 13F portfolio, value $3,893,000.
13F-HR 0001357867-26-000008 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,313 sharesChange vs previous 13F -2,732 shares
0.2% of the 13F portfolio, value $3,472,000.
13F-HR 0001357867-26-000006 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,045 sharesChange vs previous 13F -310 shares
0.21% of the 13F portfolio, value $3,644,000.
13F-HR 0001357867-26-000003 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,355 sharesChange vs previous 13F -1,331 shares
0.21% of the 13F portfolio, value $3,578,000.
13F-HR 0001357867-25-000011 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,686 sharesChange vs previous 13F -9,672 shares
0.2% of the 13F portfolio, value $3,351,000.
13F-HR 0001357867-25-000005 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 43,358 sharesChange vs previous 13F -424 shares
0.28% of the 13F portfolio, value $4,227,000.
13F-HR 0001357867-25-000004 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,782 sharesChange vs previous 13F -1,317 shares
0.31% of the 13F portfolio, value $4,755,000.
13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 45,099 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $4,855,000.
13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).