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Disclosery

NorthRock Partners, LLC: IJR position timeline

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

NorthRock Partners, LLC held 262,654 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,654 shares
    Change vs previous 13F -12,149 shares

    0.57% of the 13F portfolio, value $38,954,225.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 274,803 shares
    Change vs previous 13F -2,763 shares

    0.55% of the 13F portfolio, value $34,160,825.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 277,566 shares
    Change vs previous 13F +57,454 shares

    0.56% of the 13F portfolio, value $33,357,979.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 220,112 shares
    Change vs previous 13F +196,029 shares

    0.47% of the 13F portfolio, value $26,155,897.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 24,083 shares
    Change vs previous 13F -1,821 shares

    0.07% of the 13F portfolio, value $2,632,547.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 25,904 shares
    Change vs previous 13F +4,441 shares

    0.09% of the 13F portfolio, value $2,708,544.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 21,463 shares
    Change vs previous 13F -1,711 shares

    0.08% of the 13F portfolio, value $2,472,970.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 23,174 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,710,399.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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