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Disclosery

OPTIMA CAPITAL LLC: IJR position timeline

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

OPTIMA CAPITAL LLC held 40,112 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,112 shares
    Change vs previous 13F +7,378 shares

    2.35% of the 13F portfolio, value $5,948,968.

    13F-HR 0002070972-26-000003 filed by OPTIMA CAPITAL 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 32,734 shares
    Change vs previous 13F +5,136 shares

    1.89% of the 13F portfolio, value $4,069,244.

    13F-HR 0002070972-26-000002 filed by OPTIMA CAPITAL 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 27,598 shares
    Change vs previous 13F -1,129 shares

    1.44% of the 13F portfolio, value $3,316,728.

    13F-HR 0002070972-26-000001 filed by OPTIMA CAPITAL 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 28,727 shares
    Change vs previous 13F +327 shares

    1.66% of the 13F portfolio, value $3,413,630.

    13F-HR 0002070972-25-000006 filed by OPTIMA CAPITAL 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 28,400 shares
    Change vs previous 13F +1,944 shares

    1.67% of the 13F portfolio, value $3,103,818.

    13F-HR 0002070972-25-000004 filed by OPTIMA CAPITAL 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 26,456 shares
    Change vs previous 13F -8,050 shares

    1.76% of the 13F portfolio, value $2,766,581.

    13F-HR 0002070972-25-000003 filed by OPTIMA CAPITAL 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 34,506 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $3,975,790.

    13F-HR 0002070972-25-000002 filed by OPTIMA CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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