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Farnam Financial LLC: IJR position timeline

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

Farnam Financial LLC held 7,035 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 7,035 shares
    Change vs previous 13F -1,557 shares

    0.76% of the 13F portfolio, value $1,043,309.

    13F-HR 0001754960-26-000606 filed by Farnam Financial 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 8,592 shares
    Change vs previous 13F -1,115 shares

    0.88% of the 13F portfolio, value $1,068,118.

    13F-HR 0001754960-26-000340 filed by Farnam Financial 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 9,707 shares
    Change vs previous 13F -563 shares

    0.88% of the 13F portfolio, value $1,166,540.

    13F-HR 0001754960-26-000113 filed by Farnam Financial 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 10,270 shares
    Change vs previous 13F +483 shares

    0.95% of the 13F portfolio, value $1,220,366.

    13F-HR 0001754960-25-000706 filed by Farnam Financial 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 9,787 shares
    Change vs previous 13F -45 shares

    0.96% of the 13F portfolio, value $1,069,592.

    13F-HR 0001754960-25-000584 filed by Farnam Financial 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 9,832 shares
    Change vs previous 13F +482 shares

    1.04% of the 13F portfolio, value $1,028,157.

    13F-HR 0001754960-25-000585 filed by Farnam Financial 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 9,350 shares
    Change vs previous 13F +53 shares

    1.13% of the 13F portfolio, value $1,077,282.

    13F-HR 0001754960-25-000586 filed by Farnam Financial 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 9,297 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,087,383.

    13F-HR 0001754960-25-000587 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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