Goehring & Rozencwajg Associates, LLC: IPI position timeline

Goehring & Rozencwajg Associates, LLC held 297,866 IPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 297,866 shares

   Change vs previous 13F +30,769 shares

   0.56% of the 13F portfolio, value $9,764,047.

   13F-HR 0001863154-26-000004 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 267,097 shares

   Change vs previous 13F +47,781 shares

   0.61% of the 13F portfolio, value $11,423,739.

   13F-HR 0001863154-26-000003 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 219,316 shares

   Change vs previous 13F +11,084 shares

   0.6% of the 13F portfolio, value $6,081,633.

   13F-HR 0001863154-26-000002 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 208,232 shares

   Change vs previous 13F +707 shares

   0.77% of the 13F portfolio, value $6,367,735.

   13F-HR 0001863154-25-000004 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 207,525 shares

   Change vs previous 13F -6,452 shares

   1.13% of the 13F portfolio, value $7,414,868.

   13F-HR 0001085146-25-004923 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 213,977 shares

   Change vs previous 13F +4,615 shares

   1.12% of the 13F portfolio, value $6,205,333.

   13F-HR 0001085146-25-002412 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 209,362 shares

   Change vs previous 13F +1,272 shares

   0.99% of the 13F portfolio, value $4,802,764.

   13F-HR 0001085146-25-000524 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 208,090 shares

   Change vs previous 13F not available

   1.02% of the 13F portfolio, value $4,994,160.

   13F-HR 0001085146-24-005658 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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