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Mutual Advisors, LLC: IJR position timeline

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

Mutual Advisors, LLC held 35,469 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 35,469 shares
    Change vs previous 13F +1,299 shares

    0.1% of the 13F portfolio, value $5,260,416.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 34,170 shares
    Change vs previous 13F -775 shares

    0.09% of the 13F portfolio, value $4,247,623.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 34,945 shares
    Change vs previous 13F -2,678 shares

    0.09% of the 13F portfolio, value $4,199,705.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 37,623 shares
    Change vs previous 13F +1,451 shares

    0.1% of the 13F portfolio, value $4,518,124.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 36,172 shares
    Change vs previous 13F +3,124 shares

    0.1% of the 13F portfolio, value $4,084,170.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 33,048 shares
    Change vs previous 13F -13,736 shares

    0.09% of the 13F portfolio, value $3,299,467.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 46,784 shares
    Change vs previous 13F -18,467 shares

    0.16% of the 13F portfolio, value $5,491,072.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 65,251 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,502,593.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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