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Disclosery

First National Trust Co: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First National Trust Co on IJR, newest first. How the timeline and the estimate are built.

First National Trust Co held 318,030 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,030 shares
    Change vs previous 13F -475 shares

    1.6% of the 13F portfolio, value $47,167,029.

    13F-HR 0001193125-26-325220 filed by First National Trust Co
    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 318,505 shares
    Change vs previous 13F -18,061 shares

    1.35% of the 13F portfolio, value $39,593,356.

    13F-HR 0001193125-26-210882 filed by First National Trust Co
    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 336,566 shares
    Change vs previous 13F -126,496 shares

    1.35% of the 13F portfolio, value $40,448,501.

    13F-HR 0001193125-26-042071 filed by First National Trust Co
    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 463,062 shares
    Change vs previous 13F -4,439 shares

    1.88% of the 13F portfolio, value $55,025,656.

    13F-HR 0001193125-25-268273 filed by First National Trust Co
    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 467,501 shares
    Change vs previous 13F -5,395 shares

    1.91% of the 13F portfolio, value $51,093,183.

    13F-HR 0000950123-25-006904 filed by First National Trust Co
    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 472,896 shares
    Change vs previous 13F -17,687 shares

    1.99% of the 13F portfolio, value $49,450,734.

    13F-HR 0000950123-25-004260 filed by First National Trust Co
    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 490,583 shares
    Change vs previous 13F -8,771 shares

    2.12% of the 13F portfolio, value $56,524,972.

    13F-HR 0000950123-25-001359 filed by First National Trust Co
    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 499,354 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $58,404,443.

    13F-HR 0000950123-24-010352 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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