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Disclosery

Pathway Financial Advisors LLC: IJR position timeline

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

Pathway Financial Advisors LLC held 225,804 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 225,804 shares
    Change vs previous 13F +15,533 shares

    3.39% of the 13F portfolio, value $30,718,415.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 210,271 shares
    Change vs previous 13F -1,728 shares

    3.59% of the 13F portfolio, value $30,800,507.

    13F-HR 0001738828-26-000006 filed by Pathway Financial 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 ended2026-03-31
    13F 211,999 shares
    Change vs previous 13F +7,390 shares

    3.29% of the 13F portfolio, value $26,590,986.

    13F-HR 0001738828-26-000005 filed by Pathway Financial 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 ended2025-12-31
    13F 204,609 shares
    Change vs previous 13F +13,908 shares

    3.21% of the 13F portfolio, value $25,518,847.

    13F-HR 0001738828-26-000001 filed by Pathway Financial 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 ended2025-09-30
    13F 190,701 shares
    Change vs previous 13F +30,901 shares

    3.02% of the 13F portfolio, value $22,661,009.

    13F-HR 0001738828-25-000009 filed by Pathway Financial 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 ended2025-06-30
    13F 159,800 shares
    Change vs previous 13F +50,006 shares

    2.56% of the 13F portfolio, value $17,464,487.

    13F-HR 0001738828-25-000006 filed by Pathway Financial 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 ended2025-03-31
    13F 109,794 shares
    Change vs previous 13F +25,106 shares

    2.07% of the 13F portfolio, value $11,481,108.

    13F-HR 0001738828-25-000003 filed by Pathway Financial 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 ended2024-12-31
    13F 84,688 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $9,757,740.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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