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Disclosery

LGL PARTNERS, LLC: IJT position timeline

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

LGL PARTNERS, LLC held 10,608 IJT 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 10,608 shares
    Change vs previous 13F +16 shares

    0.69% of the 13F portfolio, value $1,894,665.

    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 10,592 shares
    Change vs previous 13F +16 shares

    0.63% of the 13F portfolio, value $1,532,826.

    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 10,576 shares
    Change vs previous 13F +31 shares

    0.64% of the 13F portfolio, value $1,492,926.

    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 10,545 shares
    Change vs previous 13F +23 shares

    0.64% of the 13F portfolio, value $1,492,162.

    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 10,522 shares
    Change vs previous 13F +24 shares

    0.62% of the 13F portfolio, value $1,407,132.

    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 10,498 shares
    Change vs previous 13F -3,775 shares

    0.63% of the 13F portfolio, value $1,307,050.

    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 14,273 shares
    Change vs previous 13F +27 shares

    0.28% of the 13F portfolio, value $1,932,082.

    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 14,246 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,987,146.

    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).