Skip to content
Disclosery

LYNCH & ASSOCIATES/IN: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on IJR, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 58,811 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,811 shares
    Change vs previous 13F -1,987 shares

    1.52% of the 13F portfolio, value $8,722,185.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 60,798 shares
    Change vs previous 13F +1,418 shares

    1.42% of the 13F portfolio, value $7,557,737.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 59,380 shares
    Change vs previous 13F +1,967 shares

    1.35% of the 13F portfolio, value $7,136,228.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 57,413 shares
    Change vs previous 13F +2,009 shares

    1.32% of the 13F portfolio, value $6,822,327.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 55,404 shares
    Change vs previous 13F +257 shares

    1.22% of the 13F portfolio, value $6,055,049.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 55,147 shares
    Change vs previous 13F +3,098 shares

    1.25% of the 13F portfolio, value $5,766,670.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 52,049 shares
    Change vs previous 13F +1,597 shares

    1.3% of the 13F portfolio, value $5,997,028.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 50,452 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $5,900,811.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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