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Kesler, Norman & Wride, LLC: IJR position timeline

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

Kesler, Norman & Wride, LLC held 4,992 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,992 shares
    Change vs previous 13F +393 shares

    0.12% of the 13F portfolio, value $740,432.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, 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 4,599 shares
    Change vs previous 13F +1,159 shares

    0.1% of the 13F portfolio, value $571,742.

    13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, 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 3,440 shares
    Change vs previous 13F +3,440 shares

    0.07% of the 13F portfolio, value $413,351.

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, 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 0 shares
    Change vs previous 13F -1,957 shares

    13F-HR 0001840455-25-000005 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 1,957 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $213,840.

    13F-HR 0001085146-25-004505 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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