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LVZ, Inc.: IJR position timeline

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

LVZ, Inc. held 15,648 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,648 shares
    Change vs previous 13F +9,536 shares

    0.24% of the 13F portfolio, value $2,320,780.

    13F-HR 0000905729-26-000131 filed by LVZ, Inc.
    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 6,112 shares
    Change vs previous 13F -959 shares

    0.09% of the 13F portfolio, value $759,791.

    13F-HR 0000905729-26-000087 filed by LVZ, Inc.
    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/A 7,071 shares
    Change vs previous 13F -16,056 shares

    0.1% of the 13F portfolio, value $849,796.

    13F-HR/A 0000905729-26-000036 filed by LVZ, Inc.
    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 23,127 shares
    Change vs previous 13F -4,243 shares

    0.31% of the 13F portfolio, value $2,748,144.

    13F-HR 0000905729-25-000173 filed by LVZ, Inc.
    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 27,370 shares
    Change vs previous 13F +16,300 shares

    0.36% of the 13F portfolio, value $2,991,240.

    13F-HR 0000905729-25-000121 filed by LVZ, Inc.
    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 11,070 shares
    Change vs previous 13F -329,658 shares

    0.15% of the 13F portfolio, value $1,157,633.

    13F-HR 0000905729-25-000078 filed by LVZ, Inc.
    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 340,728 shares
    Change vs previous 13F -16,357 shares

    5.03% of the 13F portfolio, value $39,258,726.

    13F-HR 0000905729-25-000026 filed by LVZ, Inc.
    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 357,085 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $41,764,708.

    13F-HR 0000905729-24-000161 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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