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Disclosery

Lewis Asset Management, LLC: IJR position timeline

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

Lewis Asset Management, LLC held 20,716 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,716 shares
    Change vs previous 13F +210 shares

    1.08% of the 13F portfolio, value $3,072,421.

    13F-HR 0002004520-26-000003 filed by Lewis Asset Management, 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 20,506 shares
    Change vs previous 13F -185 shares

    1.04% of the 13F portfolio, value $2,549,082.

    13F-HR 0002004520-26-000002 filed by Lewis Asset Management, 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 20,691 shares
    Change vs previous 13F -1,194 shares

    1.01% of the 13F portfolio, value $2,486,657.

    13F-HR 0002004520-26-000001 filed by Lewis Asset Management, 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 21,885 shares
    Change vs previous 13F -467 shares

    1.07% of the 13F portfolio, value $2,600,617.

    13F-HR 0002004520-25-000009 filed by Lewis Asset Management, 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 22,352 shares
    Change vs previous 13F +1,291 shares

    1.15% of the 13F portfolio, value $2,442,860.

    13F-HR 0002004520-25-000007 filed by Lewis Asset Management, 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 21,061 shares
    Change vs previous 13F -3,557 shares

    1.82% of the 13F portfolio, value $2,202,389.

    13F-HR 0002004520-25-000006 filed by Lewis Asset Management, 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 24,618 shares
    Change vs previous 13F -1,166 shares

    2.17% of the 13F portfolio, value $2,836,537.

    13F-HR 0002004520-25-000002 filed by Lewis Asset Management, 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 25,784 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,015,664.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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