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FIDUCIENT ADVISORS LLC: IJR position timeline

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

FIDUCIENT ADVISORS LLC held 282,414 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,414 shares
    Change vs previous 13F -4,463 shares

    6% of the 13F portfolio, value $41,884,853.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT 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 286,877 shares
    Change vs previous 13F +136,954 shares

    4.66% of the 13F portfolio, value $35,661,724.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT 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 149,923 shares
    Change vs previous 13F +2,675 shares

    2.23% of the 13F portfolio, value $18,017,772.

    13F-HR 0001172661-26-000553 filed by FIDUCIENT 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 ended2025-09-30
    13F 147,248 shares
    Change vs previous 13F -1,022 shares

    2.04% of the 13F portfolio, value $17,497,481.

    13F-HR 0001172661-25-004495 filed by FIDUCIENT 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 ended2025-06-30
    13F 148,270 shares
    Change vs previous 13F +7,669 shares

    1.98% of the 13F portfolio, value $16,204,431.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT 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 ended2025-03-31
    13F 140,601 shares
    Change vs previous 13F +8,340 shares

    1.84% of the 13F portfolio, value $14,702,661.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT 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 ended2024-12-31
    13F 132,261 shares
    Change vs previous 13F +4,894 shares

    1.88% of the 13F portfolio, value $15,239,154.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT ADVISORS 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 127,367 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $14,896,832.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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