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Disclosery

Neumann Capital Management, LLC: IJR position timeline

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

Neumann Capital Management, LLC held 118,530 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,530 shares
    Change vs previous 13F +509 shares

    11.63% of the 13F portfolio, value $17,579,203.

    13F-HR 0001754960-26-000475 filed by Neumann Capital Management, 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 118,021 shares
    Change vs previous 13F +257 shares

    4.32% of the 13F portfolio, value $14,671,206.

    13F-HR 0001754960-26-000229 filed by Neumann Capital Management, 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 117,764 shares
    Change vs previous 13F +347 shares

    4.09% of the 13F portfolio, value $14,152,907.

    13F-HR 0001754960-26-000059 filed by Neumann Capital Management, 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 117,417 shares
    Change vs previous 13F -1,225 shares

    4.08% of the 13F portfolio, value $13,952,691.

    13F-HR 0001754960-25-000678 filed by Neumann Capital Management, 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 118,642 shares
    Change vs previous 13F +258 shares

    4.08% of the 13F portfolio, value $12,966,411.

    13F-HR 0001754960-25-000413 filed by Neumann Capital Management, 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 118,384 shares
    Change vs previous 13F -638 shares

    4.28% of the 13F portfolio, value $12,379,440.

    13F-HR 0001754960-25-000201 filed by Neumann Capital Management, 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 119,022 shares
    Change vs previous 13F +1,886 shares

    4.56% of the 13F portfolio, value $13,713,743.

    13F-HR 0001754960-25-000048 filed by Neumann Capital Management, 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 117,136 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $13,700,255.

    13F-HR 0001172661-24-004478 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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