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FORTE ASSET MANAGEMENT LLC: IJR position timeline

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

FORTE ASSET MANAGEMENT LLC held 28,823 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,823 shares
    Change vs previous 13F +37 shares

    1.58% of the 13F portfolio, value $3,921,016.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,786 shares
    Change vs previous 13F +285 shares

    1.75% of the 13F portfolio, value $4,269,311.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,501 shares
    Change vs previous 13F -1,201 shares

    1.55% of the 13F portfolio, value $3,542,996.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,702 shares
    Change vs previous 13F +9,228 shares

    1.62% of the 13F portfolio, value $3,569,615.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,474 shares
    Change vs previous 13F +14,143 shares

    1.17% of the 13F portfolio, value $2,432,935.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,331 shares
    Change vs previous 13F -3,332 shares

    0.35% of the 13F portfolio, value $691,915.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,663 shares
    Change vs previous 13F -7,560 shares

    0.51% of the 13F portfolio, value $1,010,460.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,223 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,984,448.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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