JIM SAULNIER & ASSOCIATES, LLC: IJR position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 2,109 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 2,109 shares
Change vs previous 13F +279 shares
0.13% of the 13F portfolio, value $312,786.
13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,830 shares
Change vs previous 13F +2 shares
0.11% of the 13F portfolio, value $227,487.
13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,828 shares
Change vs previous 13F +18 shares
0.11% of the 13F portfolio, value $219,689.
13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,810 shares
Change vs previous 13F -72 shares
0.12% of the 13F portfolio, value $215,082.
13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,882 shares
Change vs previous 13F +1,882 shares
0.14% of the 13F portfolio, value $205,684.
13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -1,810 shares
13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 1,810 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $208,548.
13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,810 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $211,698.
13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).