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Intrua Financial, LLC: IJR position timeline

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

Intrua Financial, LLC held 27,914 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,914 shares
    Change vs previous 13F +9,765 shares

    0.39% of the 13F portfolio, value $4,139,904.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 18,149 shares
    Change vs previous 13F -303 shares

    0.24% of the 13F portfolio, value $2,256,157.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 18,452 shares
    Change vs previous 13F -478 shares

    0.24% of the 13F portfolio, value $2,217,557.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 18,930 shares
    Change vs previous 13F -1,797 shares

    0.26% of the 13F portfolio, value $2,249,400.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 20,727 shares
    Change vs previous 13F -7,597 shares

    0.33% of the 13F portfolio, value $2,265,302.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 28,324 shares
    Change vs previous 13F +7,744 shares

    0.46% of the 13F portfolio, value $2,961,802.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 20,580 shares
    Change vs previous 13F -516 shares

    0.39% of the 13F portfolio, value $2,371,172.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 21,096 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,467,384.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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