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Disclosery

MOTCO: IJR position timeline

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

MOTCO held 5,949 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,949 shares
    Change vs previous 13F -434 shares

    0.08% of the 13F portfolio, value $882,296.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 6,383 shares
    Change vs previous 13F -642 shares

    0.07% of the 13F portfolio, value $793,471.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 7,025 shares
    Change vs previous 13F -23 shares

    0.08% of the 13F portfolio, value $844,265.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 7,048 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $837,513.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 7,037 shares
    Change vs previous 13F -3,954 shares

    0.07% of the 13F portfolio, value $776,040.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 10,991 shares
    Change vs previous 13F +1,316 shares

    0.12% of the 13F portfolio, value $1,149,329.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 9,675 shares
    Change vs previous 13F +79 shares

    0.11% of the 13F portfolio, value $1,114,753.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 9,596 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,122,348.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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