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Evergreen Advisors, LLC: IJR position timeline

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

Evergreen Advisors, LLC held 185,830 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,830 shares
    Change vs previous 13F +3,239 shares

    5.88% of the 13F portfolio, value $27,560,379.

    13F-HR 0001762294-26-000004 filed by Evergreen Advisors, 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 182,591 shares
    Change vs previous 13F +5,054 shares

    5.33% of the 13F portfolio, value $22,697,896.

    13F-HR 0001762294-26-000003 filed by Evergreen Advisors, 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 177,537 shares
    Change vs previous 13F +8,501 shares

    5.2% of the 13F portfolio, value $21,336,416.

    13F-HR 0001762294-26-000001 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 169,036 shares
    Change vs previous 13F -1,146 shares

    4.89% of the 13F portfolio, value $18,473,896.

    13F-HR 0001762294-25-000005 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 170,182 shares
    Change vs previous 13F -1,782 shares

    4.94% of the 13F portfolio, value $17,795,980.

    13F-HR 0001483467-25-000005 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 171,964 shares
    Change vs previous 13F +1,331 shares

    5.42% of the 13F portfolio, value $19,813,686.

    13F-HR 0001762294-25-000002 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 170,633 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $19,957,289.

    13F-HR 0001762294-24-000003 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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