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Disclosery

Independent Family Office, LLC: IJR position timeline

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

Independent Family Office, LLC held 24,096 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 24,096 shares
    Change vs previous 13F +1,442 shares

    1.44% of the 13F portfolio, value $3,573,678.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, 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 22,654 shares
    Change vs previous 13F +1,387 shares

    1.16% of the 13F portfolio, value $2,816,119.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, 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 21,267 shares
    Change vs previous 13F +210 shares

    1.07% of the 13F portfolio, value $2,555,868.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, 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 21,057 shares
    Change vs previous 13F +3,208 shares

    1.06% of the 13F portfolio, value $2,502,203.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, 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 17,849 shares
    Change vs previous 13F +3,463 shares

    0.93% of the 13F portfolio, value $1,999,898.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, 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 14,386 shares
    Change vs previous 13F +563 shares

    0.8% of the 13F portfolio, value $1,529,441.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, 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 13,823 shares
    Change vs previous 13F +3,410 shares

    0.83% of the 13F portfolio, value $1,592,686.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, 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 10,413 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,206,208.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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