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Disclosery

PKS Advisory Services, LLC: IJR position timeline

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

PKS Advisory Services, LLC held 158,101 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,101 shares
    Change vs previous 13F -1,650 shares

    3.74% of the 13F portfolio, value $23,448,105.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 159,751 shares
    Change vs previous 13F -741 shares

    4.62% of the 13F portfolio, value $19,861,628.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 160,492 shares
    Change vs previous 13F -11,649 shares

    4.4% of the 13F portfolio, value $19,287,865.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 172,141 shares
    Change vs previous 13F +905 shares

    4.27% of the 13F portfolio, value $20,455,559.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 171,236 shares
    Change vs previous 13F +2,325 shares

    4.76% of the 13F portfolio, value $18,714,107.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 168,911 shares
    Change vs previous 13F +1,101 shares

    4.83% of the 13F portfolio, value $17,660,539.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 167,810 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $19,335,120.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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