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Disclosery

&PARTNERS: IJR position timeline

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

&PARTNERS held 854,086 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 854,086 shares
    Change vs previous 13F +40,231 shares

    0.52% of the 13F portfolio, value $126,856,923.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 813,855 shares
    Change vs previous 13F +6,153 shares

    0.5% of the 13F portfolio, value $101,323,384.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 807,702 shares
    Change vs previous 13F +49,866 shares

    0.51% of the 13F portfolio, value $97,121,824.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 757,836 shares
    Change vs previous 13F +129,443 shares

    0.58% of the 13F portfolio, value $90,063,134.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 628,393 shares
    Change vs previous 13F +135,027 shares

    0.53% of the 13F portfolio, value $68,603,930.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 493,366 shares
    Change vs previous 13F +40,584 shares

    0.54% of the 13F portfolio, value $51,198,728.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 452,782 shares
    Change vs previous 13F +123,805 shares

    0.63% of the 13F portfolio, value $52,434,923.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 328,977 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $38,518,756.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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