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Disclosery

Partners in Financial Planning: IJR position timeline

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

Partners in Financial Planning held 2,890 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,890 shares
    Change vs previous 13F -327 shares

    0.06% of the 13F portfolio, value $428,651.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 3,217 shares
    Change vs previous 13F +920 shares

    0.07% of the 13F portfolio, value $399,913.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 2,297 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $276,108.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 2,296 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $272,793.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 2,294 shares
    Change vs previous 13F -550 shares

    0.05% of the 13F portfolio, value $250,738.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 2,844 shares
    Change vs previous 13F -9 shares

    0.06% of the 13F portfolio, value $297,382.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 2,853 shares
    Change vs previous 13F -196 shares

    0.07% of the 13F portfolio, value $328,687.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 3,049 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $356,610.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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