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Disclosery

John W. Brooker & Co., CPAs: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John W. Brooker & Co., CPAs on IJR, newest first. How the timeline and the estimate are built.

John W. Brooker & Co., CPAs held 14,731 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,731 shares
    Change vs previous 13F -5,355 shares

    2.64% of the 13F portfolio, value $2,184,704.

    13F-HR 0001798926-26-000003 filed by John W. Brooker & Co., CPAs
    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 20,086 shares
    Change vs previous 13F -5,477 shares

    3.93% of the 13F portfolio, value $2,496,887.

    13F-HR 0001798926-26-000002 filed by John W. Brooker & Co., CPAs
    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 25,563 shares
    Change vs previous 13F -1,825 shares

    5.5% of the 13F portfolio, value $3,072,112.

    13F-HR 0001798926-26-000001 filed by John W. Brooker & Co., CPAs
    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 27,388 shares
    Change vs previous 13F -511 shares

    6.61% of the 13F portfolio, value $3,254,501.

    13F-HR 0001798926-25-000012 filed by John W. Brooker & Co., CPAs
    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 27,899 shares
    Change vs previous 13F -85,654 shares

    7.46% of the 13F portfolio, value $3,182,492.

    13F-HR 0001798926-25-000009 filed by John W. Brooker & Co., CPAs
    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 113,553 shares
    Change vs previous 13F -881 shares

    4.91% of the 13F portfolio, value $11,874,283.

    13F-HR 0001798926-25-000002 filed by John W. Brooker & Co., CPAs
    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 114,434 shares
    Change vs previous 13F +151 shares

    5.69% of the 13F portfolio, value $13,185,122.

    13F-HR 0001798926-25-000001 filed by John W. Brooker & Co., CPAs
    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 114,283 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $13,366,542.

    13F-HR 0001798926-24-000005 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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