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PACIFIC FINANCIAL GROUP INC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PACIFIC FINANCIAL GROUP INC on IJR, newest first. How the timeline and the estimate are built.

PACIFIC FINANCIAL GROUP INC held 53,339 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 53,339 shares
    Change vs previous 13F -944 shares

    3.79% of the 13F portfolio, value $7,910,706.

    13F-HR 0001214659-26-010064 filed by PACIFIC FINANCIAL GROUP INC
    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 54,283 shares
    Change vs previous 13F -2,592 shares

    3.64% of the 13F portfolio, value $6,747,983.

    13F-HR 0001214659-26-006146 filed by PACIFIC FINANCIAL GROUP INC
    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 56,875 shares
    Change vs previous 13F +3,912 shares

    3.8% of the 13F portfolio, value $6,835,329.

    13F-HR 0001214659-26-001837 filed by PACIFIC FINANCIAL GROUP INC
    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 52,963 shares
    Change vs previous 13F -10,165 shares

    4.66% of the 13F portfolio, value $6,293,559.

    13F-HR 0001214659-25-016248 filed by PACIFIC FINANCIAL GROUP INC
    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 63,128 shares
    Change vs previous 13F -4,478 shares

    5.39% of the 13F portfolio, value $6,899,216.

    13F-HR 0001214659-25-010671 filed by PACIFIC FINANCIAL GROUP INC
    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 67,606 shares
    Change vs previous 13F -1,012 shares

    5.71% of the 13F portfolio, value $7,069,575.

    13F-HR 0001214659-25-006244 filed by PACIFIC FINANCIAL GROUP INC
    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 68,618 shares
    Change vs previous 13F -2,662 shares

    5.87% of the 13F portfolio, value $7,906,129.

    13F-HR 0001214659-25-002735 filed by PACIFIC FINANCIAL GROUP INC
    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 71,280 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $8,336,908.

    13F-HR 0001214659-24-018813 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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