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Disclosery

Frisco Financial Planning LLC: IJR position timeline

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

Frisco Financial Planning LLC held 2,801 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,801 shares
    Change vs previous 13F +9 shares

    0.3% of the 13F portfolio, value $380,985.

    13F-HR 0002133972-26-000010 filed by Frisco Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,792 shares
    Change vs previous 13F -52 shares

    0.31% of the 13F portfolio, value $414,140.

    13F-HR 0002133972-26-000008 filed by Frisco Financial Planning 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 2,844 shares
    Change vs previous 13F +584 shares

    0.29% of the 13F portfolio, value $353,499.

    13F-HR 0002133972-26-000007 filed by Frisco Financial Planning 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 2,260 shares
    Change vs previous 13F +447 shares

    0.23% of the 13F portfolio, value $271,618.

    13F-HR 0002133972-26-000005 filed by Frisco Financial Planning 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 1,813 shares
    Change vs previous 13F -84 shares

    0.18% of the 13F portfolio, value $215,390.

    13F-HR 0002133972-26-000004 filed by Frisco Financial Planning 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 1,897 shares
    Change vs previous 13F +36 shares

    0.19% of the 13F portfolio, value $207,276.

    13F-HR 0002133972-26-000003 filed by Frisco Financial Planning 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 1,861 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $194,572.

    13F-HR 0002133972-26-000002 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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