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FORTRESS PRIVATE LEDGER, LLC: IJR position timeline

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

FORTRESS PRIVATE LEDGER, LLC held 4,289 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,289 shares
    Change vs previous 13F +141 shares

    0.17% of the 13F portfolio, value $636,103.

    13F-HR 0001718251-26-000014 filed by FORTRESS PRIVATE LEDGER, 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 4,148 shares
    Change vs previous 13F +356 shares

    0.16% of the 13F portfolio, value $515,671.

    13F-HR 0001718251-26-000009 filed by FORTRESS PRIVATE LEDGER, 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 3,792 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $455,723.

    13F-HR 0001718251-26-000007 filed by FORTRESS PRIVATE LEDGER, 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 3,770 shares
    Change vs previous 13F -1,303 shares

    0.16% of the 13F portfolio, value $447,989.

    13F-HR 0001718251-25-000012 filed by FORTRESS PRIVATE LEDGER, 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 5,073 shares
    Change vs previous 13F -997 shares

    0.25% of the 13F portfolio, value $554,428.

    13F-HR 0001718251-25-000010 filed by FORTRESS PRIVATE LEDGER, 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 6,070 shares
    Change vs previous 13F +635 shares

    0.35% of the 13F portfolio, value $634,740.

    13F-HR 0001718251-25-000009 filed by FORTRESS PRIVATE LEDGER, 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 5,435 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $626,175.

    13F-HR 0001718251-25-000005 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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