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Disclosery

Keener Financial Planning LLC: IJR position timeline

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

Keener Financial Planning LLC held 175,331 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,331 shares
    Change vs previous 13F +3,919 shares

    9.3% of the 13F portfolio, value $26,003,000.

    13F-HR 0002004495-26-000003 filed by Keener Financial Planning 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 171,412 shares
    Change vs previous 13F +5,033 shares

    8.96% of the 13F portfolio, value $21,308,000.

    13F-HR 0002004495-26-000002 filed by Keener Financial Planning 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 166,379 shares
    Change vs previous 13F +8,731 shares

    8.64% of the 13F portfolio, value $19,995,000.

    13F-HR 0002004495-26-000001 filed by Keener Financial Planning 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 157,648 shares
    Change vs previous 13F +5,980 shares

    8.69% of the 13F portfolio, value $18,733,000.

    13F-HR 0002004495-25-000002 filed by Keener Financial Planning 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 151,668 shares
    Change vs previous 13F +30,856 shares

    8.26% of the 13F portfolio, value $16,575,000.

    13F-HR 0001907157-25-000035 filed by Keener Financial Planning 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 120,812 shares
    Change vs previous 13F -5,916 shares

    8.21% of the 13F portfolio, value $12,633,000.

    13F-HR 0001842974-25-000005 filed by Keener Financial Planning 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 126,728 shares
    Change vs previous 13F +16,933 shares

    8.62% of the 13F portfolio, value $14,601,000.

    13F-HR 0001907157-25-000004 filed by Keener Financial Planning 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 109,795 shares
    Change vs previous 13F not available

    8.41% of the 13F portfolio, value $12,841,000.

    13F-HR 0001792704-24-000017 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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