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Disclosery

Keel Point, LLC: IJR position timeline

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

Keel Point, LLC held 79,845 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,845 shares
    Change vs previous 13F +3,334 shares

    0.7% of the 13F portfolio, value $11,841,798.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 76,511 shares
    Change vs previous 13F +3,257 shares

    0.64% of the 13F portfolio, value $9,511,026.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 73,254 shares
    Change vs previous 13F +4,244 shares

    0.53% of the 13F portfolio, value $8,803,635.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 69,010 shares
    Change vs previous 13F -9,162 shares

    0.5% of the 13F portfolio, value $8,200,500.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 78,172 shares
    Change vs previous 13F +2,633 shares

    0.57% of the 13F portfolio, value $8,543,407.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 75,539 shares
    Change vs previous 13F +4,932 shares

    0.61% of the 13F portfolio, value $7,899,101.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 70,607 shares
    Change vs previous 13F -3,791 shares

    0.65% of the 13F portfolio, value $8,135,355.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 74,398 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $8,701,637.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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