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LGL PARTNERS, LLC: IJR position timeline

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

LGL PARTNERS, LLC held 135,548 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,548 shares
    Change vs previous 13F +680 shares

    7.35% of the 13F portfolio, value $20,103,168.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, 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 134,868 shares
    Change vs previous 13F +2,971 shares

    6.9% of the 13F portfolio, value $16,765,443.

    13F-HR 0001653202-26-000002 filed by LGL PARTNERS, 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 131,897 shares
    Change vs previous 13F -4,958 shares

    6.77% of the 13F portfolio, value $15,851,406.

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, 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 136,855 shares
    Change vs previous 13F -1,119 shares

    6.93% of the 13F portfolio, value $16,262,498.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, 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 137,974 shares
    Change vs previous 13F -1,834 shares

    6.77% of the 13F portfolio, value $15,258,560.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, 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 139,808 shares
    Change vs previous 13F -12,717 shares

    7.05% of the 13F portfolio, value $14,619,742.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, 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 152,525 shares
    Change vs previous 13F +2,882 shares

    2.55% of the 13F portfolio, value $17,573,909.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, 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 149,643 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $17,502,245.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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