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Disclosery

Heron Bay Capital Management: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heron Bay Capital Management on IJR, newest first. How the timeline and the estimate are built.

Heron Bay Capital Management held 33,225 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,225 shares
    Change vs previous 13F +21,963 shares

    0.45% of the 13F portfolio, value $4,927,600.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 11,262 shares
    Change vs previous 13F +7,573 shares

    0.13% of the 13F portfolio, value $1,399,979.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    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 3,689 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $443,344.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    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 3,689 shares
    Change vs previous 13F +1,581 shares

    0.08% of the 13F portfolio, value $438,364.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    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 2,108 shares
    Change vs previous 13F -89,332 shares

    0.05% of the 13F portfolio, value $230,383.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    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 91,440 shares
    Change vs previous 13F -27 shares

    2.01% of the 13F portfolio, value $9,561,881.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    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 91,467 shares
    Change vs previous 13F +1,358 shares

    2.2% of the 13F portfolio, value $10,538,828.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    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 90,109 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $10,539,149.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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