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Disclosery

Fiduciary Group, LLC: IJR position timeline

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

Fiduciary Group, LLC held 80,718 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,718 shares
    Change vs previous 13F -2,920 shares

    0.94% of the 13F portfolio, value $11,971,341.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 83,638 shares
    Change vs previous 13F -2,872 shares

    0.89% of the 13F portfolio, value $10,397,062.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 86,510 shares
    Change vs previous 13F -5,405 shares

    0.87% of the 13F portfolio, value $10,396,784.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 91,915 shares
    Change vs previous 13F -1,316 shares

    0.96% of the 13F portfolio, value $10,922,245.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 93,231 shares
    Change vs previous 13F -5,320 shares

    0.96% of the 13F portfolio, value $10,189,183.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 98,551 shares
    Change vs previous 13F -1,998 shares

    1.03% of the 13F portfolio, value $10,305,428.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 100,549 shares
    Change vs previous 13F -5,912 shares

    1.16% of the 13F portfolio, value $11,585,299.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 106,461 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $12,451,666.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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