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Kagan Cocozza Asset Management: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kagan Cocozza Asset Management on IJR, newest first. How the timeline and the estimate are built.

Kagan Cocozza Asset Management held 32,831 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,831 shares
    Change vs previous 13F +2,539 shares

    3.05% of the 13F portfolio, value $4,869,160.

    13F-HR 0002063364-26-000263 filed by Kagan Cocozza Asset Management
    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 30,292 shares
    Change vs previous 13F +678 shares

    2.65% of the 13F portfolio, value $3,765,572.

    13F-HR 0002063364-26-000118 filed by Kagan Cocozza Asset Management
    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 29,614 shares
    Change vs previous 13F +1,213 shares

    2.53% of the 13F portfolio, value $3,558,974.

    13F-HR 0002063364-26-000020 filed by Kagan Cocozza Asset Management
    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 28,401 shares
    Change vs previous 13F -427 shares

    2.56% of the 13F portfolio, value $3,374,942.

    13F-HR 0002063364-25-000250 filed by Kagan Cocozza Asset Management
    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 28,828 shares
    Change vs previous 13F +3,384 shares

    2.42% of the 13F portfolio, value $3,150,633.

    13F-HR 0002063364-25-000129 filed by Kagan Cocozza Asset Management
    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 25,444 shares
    Change vs previous 13F +1,222 shares

    2.17% of the 13F portfolio, value $2,660,676.

    13F-HR 0002063364-25-000079 filed by Kagan Cocozza Asset Management
    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 24,222 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,790,835.

    13F-HR 0002063364-25-000025 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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