Fiduciary Alliance LLC: IJR position timeline

Fiduciary Alliance LLC held 207,184 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 207,184 shares

   Change vs previous 13F +15,076 shares

   2.12% of the 13F portfolio, value $28,185,403.

   13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
   Accepted 2026-10-13 17:47:50 UTC, ingested 2026-10-13 17:49:14 UTC

2. period ended2026-06-30

   13F 192,108 shares

   Change vs previous 13F -1,278 shares

   1.93% of the 13F portfolio, value $28,491,587.

   13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 193,386 shares

   Change vs previous 13F +30,739 shares

   1.54% of the 13F portfolio, value $25,577,256.

   13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 162,647 shares

   Change vs previous 13F +20,825 shares

   1.28% of the 13F portfolio, value $19,546,965.

   13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 141,822 shares

   Change vs previous 13F +11,115 shares

   1.13% of the 13F portfolio, value $16,852,727.

   13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 130,707 shares

   Change vs previous 13F +6,264 shares

   1.07% of the 13F portfolio, value $14,285,012.

   13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 124,443 shares

   Change vs previous 13F +7,127 shares

   1.28% of the 13F portfolio, value $13,013,024.

   13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 117,316 shares

   Change vs previous 13F not available

   1.37% of the 13F portfolio, value $13,517,170.

   13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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