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Disclosery

HEFFERNAN ADVISORY, INC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEFFERNAN ADVISORY, INC on IJR, newest first. How the timeline and the estimate are built.

HEFFERNAN ADVISORY, INC held 1,689 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 1,689 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $229,772.

    13F-HR 0001536230-26-000006 filed by HEFFERNAN ADVISORY, INC
    Accepted , ingested