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Disclosery

Plan Group Financial, LLC: IJR position timeline

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

Plan Group Financial, LLC held 36,475 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,475 shares
    Change vs previous 13F -6,418 shares

    1.12% of the 13F portfolio, value $5,409,594.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 42,893 shares
    Change vs previous 13F -17,020 shares

    1.25% of the 13F portfolio, value $5,332,057.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 59,913 shares
    Change vs previous 13F -10,496 shares

    1.87% of the 13F portfolio, value $7,200,404.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 70,409 shares
    Change vs previous 13F -15,909 shares

    2.25% of the 13F portfolio, value $8,366,694.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 86,318 shares
    Change vs previous 13F -10,738 shares

    3.1% of the 13F portfolio, value $9,433,698.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 97,056 shares
    Change vs previous 13F +27,798 shares

    3.62% of the 13F portfolio, value $10,149,101.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 69,258 shares
    Change vs previous 13F +590 shares

    4.21% of the 13F portfolio, value $7,979,954.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 68,668 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $8,031,389.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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