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Disclosery

Financial Advisors, LLC: IJR position timeline

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

Financial Advisors, LLC held 527,503 IJR shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 527,503 shares
    Change vs previous 13F +3,614 shares

    11.11% of the 13F portfolio, value $62,683,201.

    13F-HR 0001951757-25-001314 filed by Financial 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 ended2025-06-30
    13F 523,889 shares
    Change vs previous 13F +15,263 shares

    10.66% of the 13F portfolio, value $57,255,784.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 508,626 shares
    Change vs previous 13F +5,365 shares

    10.49% of the 13F portfolio, value $53,187,070.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 503,261 shares
    Change vs previous 13F +842 shares

    11.12% of the 13F portfolio, value $57,985,677.

    13F-HR 0001951757-25-000043 filed by Financial 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 ended2024-09-30
    13F 502,419 shares
    Change vs previous 13F +13,164 shares

    11.2% of the 13F portfolio, value $58,762,928.

    13F-HR 0001951757-24-001057 filed by Financial 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 ended2024-06-30
    13F 489,255 shares
    Change vs previous 13F +11,874 shares

    10.67% of the 13F portfolio, value $52,183,928.

    13F-HR 0001951757-24-000513 filed by Financial 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 ended2024-03-31
    13F 477,381 shares
    Change vs previous 13F +10,428 shares

    10.92% of the 13F portfolio, value $52,760,101.

    13F-HR 0001951757-24-000438 filed by Financial 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 ended2023-12-31
    13F 466,953 shares
    Change vs previous 13F not available

    11.33% of the 13F portfolio, value $50,547,652.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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