Skip to content
Disclosery

Francis Financial, Inc.: IJR position timeline

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

Francis Financial, Inc. held 122,631 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,631 shares
    Change vs previous 13F -348 shares

    2.98% of the 13F portfolio, value $18,187,425.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 122,979 shares
    Change vs previous 13F +5,210 shares

    2.84% of the 13F portfolio, value $15,287,537.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 117,769 shares
    Change vs previous 13F +2,003 shares

    2.77% of the 13F portfolio, value $14,153,496.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 115,766 shares
    Change vs previous 13F +3,330 shares

    2.45% of the 13F portfolio, value $13,756,477.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 112,436 shares
    Change vs previous 13F -18,773 shares

    2.84% of the 13F portfolio, value $12,288,104.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 131,209 shares
    Change vs previous 13F +5,716 shares

    3.34% of the 13F portfolio, value $13,720,531.

    13F-HR 0001085146-25-002986 filed by Francis Financial, Inc.
    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 125,493 shares
    Change vs previous 13F +1,260 shares

    3.67% of the 13F portfolio, value $14,459,319.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 124,233 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $14,530,345.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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