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Disclosery

Hopwood Financial Services, Inc.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hopwood Financial Services, Inc. on IJR, newest first. How the timeline and the estimate are built.

Hopwood Financial Services, Inc. held 57,977 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,977 shares
    Change vs previous 13F +240 shares

    4.98% of the 13F portfolio, value $8,598,639.

    13F-HR 0001705819-26-000042 filed by Hopwood Financial Services, Inc.
    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 57,737 shares
    Change vs previous 13F +433 shares

    4.84% of the 13F portfolio, value $7,177,247.

    13F-HR 0001705819-26-000036 filed by Hopwood Financial Services, Inc.
    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 57,304 shares
    Change vs previous 13F +968 shares

    4.85% of the 13F portfolio, value $6,886,807.

    13F-HR 0001705819-26-000009 filed by Hopwood Financial Services, Inc.
    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 56,336 shares
    Change vs previous 13F +796 shares

    4.47% of the 13F portfolio, value $6,694,462.

    13F-HR 0002023166-25-000005 filed by Hopwood Financial Services, Inc.
    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 55,540 shares
    Change vs previous 13F +1,605 shares

    4.75% of the 13F portfolio, value $6,069,938.

    13F-HR 0002023166-25-000004 filed by Hopwood Financial Services, Inc.
    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 53,935 shares
    Change vs previous 13F +1,357 shares

    4.36% of the 13F portfolio, value $5,639,983.

    13F-HR 0002023166-25-000003 filed by Hopwood Financial Services, Inc.
    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 52,578 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $6,058,077.

    13F-HR 0002023166-25-000001 filed by Hopwood Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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