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Operose Advisors LLC: IJR position timeline

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

Operose Advisors LLC held 88,580 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 88,580 shares
    Change vs previous 13F -1,668 shares

    2.54% of the 13F portfolio, value $13,137,328.

    13F-HR 0001909750-26-000007 filed by Operose Advisors 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 90,248 shares
    Change vs previous 13F -1,681 shares

    2.6% of the 13F portfolio, value $11,219,237.

    13F-HR 0001909750-26-000005 filed by Operose Advisors 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 91,929 shares
    Change vs previous 13F -17,920 shares

    2.57% of the 13F portfolio, value $11,047,949.

    13F-HR 0001909750-26-000002 filed by Operose Advisors 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 109,849 shares
    Change vs previous 13F +17,953 shares

    3.25% of the 13F portfolio, value $13,053,377.

    13F-HR 0001909750-25-000013 filed by Operose Advisors 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 91,896 shares
    Change vs previous 13F -2,630 shares

    2.83% of the 13F portfolio, value $10,042,870.

    13F-HR 0001909750-25-000007 filed by Operose Advisors 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 94,526 shares
    Change vs previous 13F +4,295 shares

    3.27% of the 13F portfolio, value $9,884,615.

    13F-HR 0001909750-25-000005 filed by Operose Advisors 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 90,231 shares
    Change vs previous 13F -12,013 shares

    3.56% of the 13F portfolio, value $10,396,386.

    13F-HR 0001909750-25-000002 filed by Operose Advisors 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 102,244 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $11,958,468.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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