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MATRIX PRIVATE CAPITAL GROUP LLC: IJR position timeline

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

MATRIX PRIVATE CAPITAL GROUP LLC held 83,359 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,359 shares
    Change vs previous 13F +2,121 shares

    5.38% of the 13F portfolio, value $12,362,926.

    13F-HR 0001398344-26-014484 filed by MATRIX PRIVATE CAPITAL GROUP 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 81,238 shares
    Change vs previous 13F +5,339 shares

    4.87% of the 13F portfolio, value $10,098,702.

    13F-HR 0001398344-26-009225 filed by MATRIX PRIVATE CAPITAL GROUP 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 75,899 shares
    Change vs previous 13F +2,590 shares

    4.63% of the 13F portfolio, value $9,121,545.

    13F-HR 0001398344-26-003213 filed by MATRIX PRIVATE CAPITAL GROUP 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 73,309 shares
    Change vs previous 13F +2,374 shares

    4.62% of the 13F portfolio, value $8,711,356.

    13F-HR 0001398344-25-020899 filed by MATRIX PRIVATE CAPITAL GROUP 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 70,935 shares
    Change vs previous 13F -8,476 shares

    4.56% of the 13F portfolio, value $7,752,474.

    13F-HR 0001398344-25-015392 filed by MATRIX PRIVATE CAPITAL GROUP 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 79,411 shares
    Change vs previous 13F -977 shares

    4.97% of the 13F portfolio, value $8,304,017.

    13F-HR 0001398344-25-009460 filed by MATRIX PRIVATE CAPITAL GROUP 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 80,388 shares
    Change vs previous 13F +1,316 shares

    5.28% of the 13F portfolio, value $9,262,314.

    13F-HR 0001398344-25-002779 filed by MATRIX PRIVATE CAPITAL GROUP 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 79,072 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $9,248,210.

    13F-HR 0001398344-24-020739 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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