Great Diamond Partners, LLC: IJR position timeline

Great Diamond Partners, LLC held 16,121 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 16,121 shares

   Change vs previous 13F +470 shares

   0.37% of the 13F portfolio, value $2,193,101.

   13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
   Accepted 2026-10-13 17:10:13 UTC, ingested 2026-10-13 17:11:13 UTC

2. period ended2026-06-30

   13F 15,651 shares

   Change vs previous 13F -15 shares

   0.4% of the 13F portfolio, value $2,321,200.

   13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
   Filed 2026-07-17 (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).

3. period ended2026-03-31

   13F 15,666 shares

   Change vs previous 13F -1,499 shares

   0.37% of the 13F portfolio, value $1,947,440.

   13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
   Filed 2026-05-12 (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).

4. period ended2025-12-31

   13F 17,165 shares

   Change vs previous 13F -413 shares

   0.4% of the 13F portfolio, value $2,062,890.

   13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
   Filed 2026-02-06 (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).

5. period ended2025-09-30

   13F 17,578 shares

   Change vs previous 13F +491 shares

   0.41% of the 13F portfolio, value $2,088,794.

   13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
   Filed 2025-10-20 (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).

6. period ended2025-06-30

   13F 17,087 shares

   Change vs previous 13F +11,612 shares

   0.39% of the 13F portfolio, value $1,867,438.

   13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
   Filed 2025-08-13 (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).

7. period ended2025-03-31

   13F 5,475 shares

   Change vs previous 13F -707 shares

   0.16% of the 13F portfolio, value $572,521.

   13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
   Filed 2025-05-13 (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).

8. period ended2024-12-31

   13F 6,182 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $712,290.

   13F-HR 0001172661-25-000333 filed by Great Diamond Partners, LLC
   Filed 2025-01-23 (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).