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Disclosery

NESTEGG ADVISORS, INC.: IJR position timeline

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

NESTEGG ADVISORS, INC. held 99,424 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,424 shares
    Change vs previous 13F -472 shares

    10.43% of the 13F portfolio, value $14,745,520.

    13F-HR 0001951757-26-001004 filed by NESTEGG ADVISORS, 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 99,896 shares
    Change vs previous 13F -2,564 shares

    10.91% of the 13F portfolio, value $12,418,019.

    13F-HR 0001951757-26-000536 filed by NESTEGG ADVISORS, 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 102,460 shares
    Change vs previous 13F -710 shares

    10.52% of the 13F portfolio, value $12,313,612.

    13F-HR 0001951757-26-000255 filed by NESTEGG ADVISORS, 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 103,170 shares
    Change vs previous 13F -1,260 shares

    10.88% of the 13F portfolio, value $12,259,650.

    13F-HR 0001951757-25-001190 filed by NESTEGG ADVISORS, 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 104,430 shares
    Change vs previous 13F +482 shares

    10.99% of the 13F portfolio, value $11,413,119.

    13F-HR 0001951757-25-000978 filed by NESTEGG ADVISORS, 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 103,948 shares
    Change vs previous 13F -1,309 shares

    11.55% of the 13F portfolio, value $10,869,887.

    13F-HR 0001951757-25-000559 filed by NESTEGG ADVISORS, 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 105,257 shares
    Change vs previous 13F not available

    12.65% of the 13F portfolio, value $12,501,346.

    13F-HR 0001951757-25-000284 filed by NESTEGG ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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