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Disclosery

F/m Investments LLC: IJR position timeline

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

F/m Investments LLC held 57,528 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,528 shares
    Change vs previous 13F -1,927 shares

    0.43% of the 13F portfolio, value $8,531,978.

    13F-HR 0001834499-26-000006 filed by F/m Investments 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 59,455 shares
    Change vs previous 13F -12,574 shares

    0.49% of the 13F portfolio, value $7,390,851.

    13F-HR 0001834499-26-000004 filed by F/m Investments 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 72,029 shares
    Change vs previous 13F -170 shares

    0.33% of the 13F portfolio, value $8,656,445.

    13F-HR 0001834499-26-000001 filed by F/m Investments 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 72,199 shares
    Change vs previous 13F -6,881 shares

    0.33% of the 13F portfolio, value $8,579,407.

    13F-HR 0001834499-25-000017 filed by F/m Investments 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 79,080 shares
    Change vs previous 13F +5,820 shares

    0.31% of the 13F portfolio, value $8,642,653.

    13F-HR 0001834499-25-000010 filed by F/m Investments 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 73,260 shares
    Change vs previous 13F -12 shares

    0.31% of the 13F portfolio, value $7,660,798.

    13F-HR 0001834499-25-000007 filed by F/m Investments 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 73,272 shares
    Change vs previous 13F +3,235 shares

    0.31% of the 13F portfolio, value $8,442,400.

    13F-HR 0001834499-25-000002 filed by F/m Investments 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 70,037 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,191,528.

    13F-HR 0001834499-24-000009 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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