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Liquid Strategies, LLC: IJR position timeline

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

Liquid Strategies, LLC held 218,767 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,767 shares
    Change vs previous 13F +69,440 shares

    4.43% of the 13F portfolio, value $32,445,334.

    13F-HR 0001062993-26-003871 filed by Liquid Strategies, 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 149,327 shares
    Change vs previous 13F +15,369 shares

    3.99% of the 13F portfolio, value $18,562,839.

    13F-HR 0001062993-26-002261 filed by Liquid Strategies, 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 133,958 shares
    Change vs previous 13F -7,036 shares

    3.5% of the 13F portfolio, value $16,099,072.

    13F-HR 0001062993-26-000446 filed by Liquid Strategies, 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 140,994 shares
    Change vs previous 13F +18,928 shares

    3.45% of the 13F portfolio, value $16,754,317.

    13F-HR 0001062993-25-016284 filed by Liquid Strategies, 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 122,066 shares
    Change vs previous 13F +10,270 shares

    2.92% of the 13F portfolio, value $13,340,593.

    13F-HR 0001062993-25-013225 filed by Liquid Strategies, 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 111,796 shares
    Change vs previous 13F +14,548 shares

    2.2% of the 13F portfolio, value $11,690,508.

    13F-HR 0001062993-25-007704 filed by Liquid Strategies, 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 97,248 shares
    Change vs previous 13F -7,191 shares

    2.31% of the 13F portfolio, value $11,204,915.

    13F-HR 0001062993-25-000924 filed by Liquid Strategies, 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 104,439 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $12,215,000.

    13F-HR 0001062993-24-017663 filed by Liquid Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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