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Disclosery

Financial Insights, Inc.: IJR position timeline

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

Financial Insights, Inc. held 4,594 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,594 shares
    Change vs previous 13F -1,000 shares

    0.18% of the 13F portfolio, value $681,336.

    13F-HR 0001642058-26-000005 filed by Financial Insights, Inc.
    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 5,594 shares
    Change vs previous 13F +1,000 shares

    0.23% of the 13F portfolio, value $695,390.

    13F-HR 0001642058-26-000004 filed by Financial Insights, Inc.
    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 4,594 shares
    Change vs previous 13F +2,682 shares

    0.19% of the 13F portfolio, value $552,107.

    13F-HR 0001085146-26-000292 filed by Financial Insights, Inc.
    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 1,912 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $227,203.

    13F-HR 0001085146-26-000291 filed by Financial Insights, Inc.
    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 1,912 shares
    Change vs previous 13F +1,912 shares

    0.08% of the 13F portfolio, value $208,962.

    13F-HR 0001085146-25-004028 filed by Financial Insights, Inc.
    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 0 shares
    Change vs previous 13F -1,912 shares

    13F-HR 0001085146-25-002342 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,912 shares
    Change vs previous 13F -2,106 shares

    0.08% of the 13F portfolio, value $220,301.

    13F-HR 0001085146-25-001806 filed by Financial Insights, Inc.
    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 4,018 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $469,945.

    13F-HR 0001085146-24-005052 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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