Skip to content
Disclosery

Grant/GrossMendelsohn, LLC: IJR position timeline

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

Grant/GrossMendelsohn, LLC held 8,619 IJR shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 8,619 shares
    Change vs previous 13F -1,568 shares

    0.48% of the 13F portfolio, value $863,541.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 10,187 shares
    Change vs previous 13F -354 shares

    0.61% of the 13F portfolio, value $1,173,693.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 10,541 shares
    Change vs previous 13F -130 shares

    0.53% of the 13F portfolio, value $1,232,821.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 10,671 shares
    Change vs previous 13F -1,041 shares

    0.52% of the 13F portfolio, value $1,138,213.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 11,712 shares
    Change vs previous 13F -452 shares

    0.59% of the 13F portfolio, value $1,275,415.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 12,164 shares
    Change vs previous 13F -1,427 shares

    0.53% of the 13F portfolio, value $1,289,356.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 13,591 shares
    Change vs previous 13F +253 shares

    0.56% of the 13F portfolio, value $1,288,323.

    13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 13,338 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,341,848.

    13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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