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Disclosery

NavPoint Financial, Inc.: IJR position timeline

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

NavPoint Financial, Inc. held 8,530 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,530 shares
    Change vs previous 13F -400 shares

    0.47% of the 13F portfolio, value $1,265,102.

    13F-HR 0002085853-26-000833 filed by NavPoint Financial, Inc.
    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 8,930 shares
    Change vs previous 13F +6 shares

    0.45% of the 13F portfolio, value $1,110,099.

    13F-HR 0002085853-26-000497 filed by NavPoint Financial, Inc.
    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 8,924 shares
    Change vs previous 13F +19 shares

    0.46% of the 13F portfolio, value $1,072,453.

    13F-HR 0002085853-26-000056 filed by NavPoint Financial, Inc.
    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 8,905 shares
    Change vs previous 13F +14 shares

    0.55% of the 13F portfolio, value $1,058,201.

    13F-HR 0002085853-25-000039 filed by NavPoint Financial, Inc.
    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 8,891 shares
    Change vs previous 13F -1,949 shares

    0.59% of the 13F portfolio, value $971,644.

    13F-HR 0001667731-25-000937 filed by NavPoint Financial, Inc.
    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 10,840 shares
    Change vs previous 13F +506 shares

    0.8% of the 13F portfolio, value $1,133,489.

    13F-HR 0001667731-25-000423 filed by NavPoint Financial, Inc.
    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 10,334 shares
    Change vs previous 13F -98 shares

    0.94% of the 13F portfolio, value $1,190,699.

    13F-HR 0001667731-25-000117 filed by NavPoint Financial, Inc.
    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 10,432 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,220,160.

    13F-HR 0002009813-24-000004 filed by NavPoint Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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