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McAdam, LLC: IJR position timeline

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

McAdam, LLC held 58,747 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,747 shares
    Change vs previous 13F +3,615 shares

    0.34% of the 13F portfolio, value $8,712,762.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 55,132 shares
    Change vs previous 13F +3,443 shares

    0.31% of the 13F portfolio, value $6,853,443.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 51,689 shares
    Change vs previous 13F +2,048 shares

    0.28% of the 13F portfolio, value $6,211,964.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 49,641 shares
    Change vs previous 13F -1,048 shares

    0.29% of the 13F portfolio, value $5,898,808.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 50,689 shares
    Change vs previous 13F +5,779 shares

    0.3% of the 13F portfolio, value $5,539,762.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 44,910 shares
    Change vs previous 13F -69,265 shares

    0.29% of the 13F portfolio, value $4,696,193.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 114,175 shares
    Change vs previous 13F +3,319 shares

    0.72% of the 13F portfolio, value $13,155,301.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 110,856 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $12,965,755.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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