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Guidance Point Advisors, LLC: IJR position timeline

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

Guidance Point Advisors, LLC held 124,275 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,275 shares
    Change vs previous 13F -1,951 shares

    3.89% of the 13F portfolio, value $18,441,241.

    13F-HR 0001172661-26-002985 filed by Guidance Point Advisors, LLC
    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 126,226 shares
    Change vs previous 13F +1,644 shares

    3.72% of the 13F portfolio, value $15,699,075.

    13F-HR 0001172661-26-001740 filed by Guidance Point Advisors, LLC
    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 124,582 shares
    Change vs previous 13F +986 shares

    3.47% of the 13F portfolio, value $14,980,407.

    13F-HR 0001172661-26-000601 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 123,596 shares
    Change vs previous 13F -5,785 shares

    3.54% of the 13F portfolio, value $14,695,524.

    13F-HR 0001172661-25-004412 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 129,381 shares
    Change vs previous 13F -8,800 shares

    3.63% of the 13F portfolio, value $14,139,726.

    13F-HR 0001172661-25-002997 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 138,181 shares
    Change vs previous 13F -2,747 shares

    4.12% of the 13F portfolio, value $14,450,001.

    13F-HR 0001172661-25-001819 filed by Guidance Point Advisors, LLC
    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 140,928 shares
    Change vs previous 13F +4,073 shares

    4.56% of the 13F portfolio, value $16,238,185.

    13F-HR 0001172661-25-000717 filed by Guidance Point Advisors, LLC
    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 136,855 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $16,006,030.

    13F-HR 0001172661-24-004408 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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