Skip to content

Next Capital Management LLC: IJR position timeline

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

Next Capital Management LLC held 52,491 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,491 shares
    Change vs previous 13F +2,742 shares

    2.1% of the 13F portfolio, value $7,784,922.

    13F-HR 0001437749-26-025432 filed by Next 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 49,749 shares
    Change vs previous 13F +2,774 shares

    1.87% of the 13F portfolio, value $6,184,360.

    13F-HR 0001437749-26-015365 filed by Next 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 46,975 shares
    Change vs previous 13F +2,837 shares

    1.81% of the 13F portfolio, value $5,645,477.

    13F-HR 0001437749-26-003766 filed by Next 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 44,138 shares
    Change vs previous 13F +6,189 shares

    1.75% of the 13F portfolio, value $5,244,977.

    13F-HR 0001437749-25-033205 filed by Next 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 37,949 shares
    Change vs previous 13F +3,076 shares

    1.53% of the 13F portfolio, value $4,147,455.

    13F-HR 0001437749-25-024802 filed by Next 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 34,873 shares
    Change vs previous 13F +1,641 shares

    1.75% of the 13F portfolio, value $3,646,645.

    13F-HR 0001437749-25-014677 filed by Next 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 33,232 shares
    Change vs previous 13F +2,752 shares

    1.57% of the 13F portfolio, value $3,828,958.

    13F-HR 0001437749-25-003355 filed by Next 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 30,480 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,564,956.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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