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Disclosery

Newport Capital Group, LLC: IJR position timeline

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

Newport Capital Group, LLC held 2,924 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,924 shares
    Change vs previous 13F +146 shares

    0.24% of the 13F portfolio, value $433,659.

    13F-HR 0001869032-26-000004 filed by Newport Capital Group, 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 2,778 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $345,319.

    13F-HR 0001869032-26-000003 filed by Newport Capital Group, 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/A 2,777 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $333,776.

    13F-HR/A 0001869032-26-000002 filed by Newport Capital Group, 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 2,775 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $329,822.

    13F-HR 0001869032-25-000003 filed by Newport Capital Group, 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 2,774 shares
    Change vs previous 13F -83 shares

    0.21% of the 13F portfolio, value $303,195.

    13F-HR 0001085146-25-005118 filed by Newport Capital Group, 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 2,857 shares
    Change vs previous 13F -8 shares

    0.21% of the 13F portfolio, value $298,746.

    13F-HR 0001085146-25-002159 filed by Newport Capital Group, 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 2,865 shares
    Change vs previous 13F -52 shares

    0.24% of the 13F portfolio, value $330,009.

    13F-HR 0001085146-25-000616 filed by Newport Capital Group, 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 2,917 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $341,173.

    13F-HR 0001085146-24-005506 filed by Newport Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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