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Disclosery

One Capital Management, LLC: IJR position timeline

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

One Capital Management, LLC held 22,838 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,838 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,838,993.

    13F-HR 0001606588-26-000004 filed by One 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 22,838 shares
    Change vs previous 13F -122 shares

    0.08% of the 13F portfolio, value $2,838,993.

    13F-HR 0001606588-26-000003 filed by One 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 22,960 shares
    Change vs previous 13F -32,202 shares

    0.08% of the 13F portfolio, value $2,759,346.

    13F-HR 0001606588-26-000002 filed by One 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 55,162 shares
    Change vs previous 13F -7,523 shares

    0.21% of the 13F portfolio, value $6,554,986.

    13F-HR 0001606588-25-000009 filed by One 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 62,685 shares
    Change vs previous 13F +1,286 shares

    0.24% of the 13F portfolio, value $6,850,916.

    13F-HR 0001606588-25-000005 filed by One 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 61,399 shares
    Change vs previous 13F -30,739 shares

    0.22% of the 13F portfolio, value $6,420,520.

    13F-HR 0001606588-25-000004 filed by One 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 92,138 shares
    Change vs previous 13F -7,735 shares

    0.35% of the 13F portfolio, value $10,616,140.

    13F-HR 0001606588-25-000001 filed by One 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 99,873 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $11,681,146.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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