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Disclosery

InvesTrust: IJK position timeline

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

InvesTrust held 57,284 IJK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,284 shares
    Change vs previous 13F -3,100 shares

    2.59% of the 13F portfolio, value $6,730,870.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 60,384 shares
    Change vs previous 13F 0 shares

    2.55% of the 13F portfolio, value $6,075,838.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 60,384 shares
    Change vs previous 13F 0 shares

    2.26% of the 13F portfolio, value $5,850,001.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 60,384 shares
    Change vs previous 13F -84 shares

    2.12% of the 13F portfolio, value $5,790,221.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 60,468 shares
    Change vs previous 13F -2,500 shares

    2.12% of the 13F portfolio, value $5,501,379.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 62,968 shares
    Change vs previous 13F -775 shares

    1.43% of the 13F portfolio, value $5,243,975.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 63,743 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $5,805,075.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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