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Fort Henry Capital, LLC: IJR position timeline

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

Fort Henry Capital, LLC held 170,176 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,176 shares
    Change vs previous 13F -3,153 shares

    13.9% of the 13F portfolio, value $25,238,831.

    13F-HR 0002085853-26-000735 filed by Fort Henry Capital, 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 173,329 shares
    Change vs previous 13F +1,486 shares

    13.03% of the 13F portfolio, value $21,546,552.

    13F-HR 0002085853-26-000429 filed by Fort Henry Capital, 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 171,843 shares
    Change vs previous 13F +2,219 shares

    12.65% of the 13F portfolio, value $20,652,138.

    13F-HR 0002085853-26-000071 filed by Fort Henry Capital, 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 169,624 shares
    Change vs previous 13F +3,800 shares

    12.8% of the 13F portfolio, value $20,156,369.

    13F-HR 0002085853-25-000080 filed by Fort Henry Capital, 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 165,824 shares
    Change vs previous 13F +4,737 shares

    12.18% of the 13F portfolio, value $18,122,913.

    13F-HR 0001667731-25-000800 filed by Fort Henry Capital, 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 161,087 shares
    Change vs previous 13F +91 shares

    12.1% of the 13F portfolio, value $16,844,875.

    13F-HR 0001667731-25-000482 filed by Fort Henry Capital, 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 160,996 shares
    Change vs previous 13F -7,337 shares

    13.27% of the 13F portfolio, value $18,549,967.

    13F-HR 0001667731-25-000071 filed by Fort Henry Capital, 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 168,333 shares
    Change vs previous 13F not available

    13.4% of the 13F portfolio, value $19,688,236.

    13F-HR 0001843536-24-000004 filed by Fort Henry Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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